J.W. Cole Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.28M | Buy |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.83M | Buy |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $3.08M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $764K | Buy |
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|
2020
Q4 | $736K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $434K | Buy |
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