JMG Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

JMG Financial Group’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.98M	Buy	111,823 +4,391	+4%	+$117K	0.09%	43
2025 Q1	$2.89M	Sell	107,432 -8,227	-7%	-$221K	0.1%	42
2024 Q4	$2.99M	Buy	115,659 +1,387	+1%	+$35.8K	0.1%	44
2024 Q3	$3.06M	Buy	114,272 +2,246	+2%	+$60.2K	0.1%	44
2024 Q2	$2.91M	Buy	112,026 +8,968	+9%	+$233K	0.11%	44
2024 Q1	$2.69M	Buy	103,058 +6,270	+6%	+$164K	0.1%	46
2023 Q4	$2.53M	Buy	96,788 +22,374	+30%	+$584K	0.11%	46
2023 Q3	$1.88M	Sell	74,414 -26,112	-26%	-$659K	0.09%	50
2023 Q2	$2.64M	Buy	100,526 +16	+0%	+$419	0.12%	42
2023 Q1	$2.69M	Sell	100,510 -18,516	-16%	-$496K	0.14%	41
2022 Q4	$3.08M	Sell	119,026 -57,934	-33%	-$1.5M	0.17%	37
2022 Q3	$4.58M	Buy	176,960 +6,470	+4%	+$168K	0.3%	30
2022 Q2	$4.76M	Buy	170,490 +2,546	+2%	+$71K	0.3%	30
2022 Q1	$5.1M	Sell	167,944 -134	-0.1%	-$4.07K	0.26%	30
2021 Q4	$5.29M	Buy	168,078 +1,954	+1%	+$61.4K	0.27%	28
2021 Q3	$5.2M	Buy	166,124 +3,742	+2%	+$117K	0.29%	27
2021 Q2	$5.08M	Sell	162,382 -12,826	-7%	-$401K	0.29%	28
2021 Q1	$5.36M	Buy	175,208 +2,328	+1%	+$71.2K	0.33%	25
2020 Q4	$5.37M	Buy	172,880 +10,228	+6%	+$317K	0.37%	25
2020 Q3	$5.01M	Buy	162,652 +2,820	+2%	+$86.9K	0.41%	26
2020 Q2	$4.8M	Sell	159,832 -216	-0.1%	-$6.48K	0.42%	26
2020 Q1	$4.6M	Buy	160,048 +6,956	+5%	+$200K	0.49%	26
2019 Q4	$4.34M	Sell	153,092 -1,428	-0.9%	-$40.4K	0.42%	30
2019 Q3	$4.39M	Sell	154,520 -3,242	-2%	-$92K	0.46%	31
2019 Q2	$4.44M	Sell	157,762 -4,892	-3%	-$138K	0.48%	30
2019 Q1	$4.47M	Sell	162,654 -1,978	-1%	-$54.4K	0.52%	28
2018 Q4	$4.38M	Buy	164,632 +150,664	+1,079%	+$4.01M	0.5%	30
2018 Q3	$377K	Buy	13,968 +5,354	+62%	+$145K	0.04%	55
2018 Q2	$236K	Buy	8,614 +80	+0.9%	+$2.19K	0.03%	61
2018 Q1	$234K	Buy	8,534 +34	+0.4%	+$932	0.03%	58
2017 Q4	$236K	Buy	+8,500	New	+$236K	0.03%	59
2017 Q2	–	Sell	-7,594	Closed	-$211K	–	58
2017 Q1	$211K	Buy	+7,594	New	+$211K	0.03%	55