Jackson Creek Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Sell |
26,357
-505
| -2% | -$13.5K | 0.19% | 203 |
|
|
2025
Q1 | $722K | Buy |
26,862
+476
| +2% | +$12.8K | 0.23% | 197 |
|
|
2024
Q4 | $682K | Buy |
26,386
+664
| +3% | +$17.2K | 0.21% | 198 |
|
|
2024
Q3 | $690K | Buy |
25,722
+664
| +3% | +$17.8K | 0.2% | 199 |
|
|
2024
Q2 | $652K | Buy |
25,058
+1,366
| +6% | +$35.5K | 0.24% | 204 |
|
|
2024
Q1 | $618K | Buy |
23,692
+698
| +3% | +$18.2K | 0.22% | 226 |
|
|
2023
Q4 | $600K | Buy |
22,994
+504
| +2% | +$13.2K | 0.23% | 218 |
|
|
2023
Q3 | $568K | Buy |
22,490
+166
| +0.7% | +$4.19K | 0.24% | 212 |
|
|
2023
Q2 | $585K | Buy |
22,324
+252
| +1% | +$6.6K | 0.23% | 218 |
|
|
2023
Q1 | $592K | Sell |
22,072
-1,458
| -6% | -$39.1K | 0.25% | 215 |
|
|
2022
Q4 | $609K | Sell |
23,530
-16,998
| -42% | -$440K | 0.27% | 203 |
|
|
2022
Q3 | $1.05M | Buy |
40,528
+780
| +2% | +$20.2K | 0.49% | 26 |
|
|
2022
Q2 | $1.15M | Sell |
39,748
-7,290
| -15% | -$211K | 0.46% | 30 |
|
|
2022
Q1 | $1.43M | Sell |
47,038
-24,210
| -34% | -$735K | 0.52% | 19 |
|
|
2021
Q4 | $2.24M | Sell |
71,248
-10,732
| -13% | -$337K | 0.8% | 6 |
|
|
2021
Q3 | $2.57M | Buy |
81,980
+1,200
| +1% | +$37.5K | 0.95% | 2 |
|
|
2021
Q2 | $2.53M | Buy |
80,780
+5,670
| +8% | +$177K | 0.94% | 3 |
|
|
2021
Q1 | $2.3M | Sell |
75,110
-4,286
| -5% | -$131K | 0.8% | 4 |
|
|
2020
Q4 | $2.46M | Buy |
79,396
+6,134
| +8% | +$190K | 0.97% | 3 |
|
|
2020
Q3 | $2.26M | Buy |
+73,262
| New | +$2.26M | 1.02% | 3 |
|