Jones Financial Companies’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
55,722
+3,775
| +7% | +$100K | ﹤0.01% | 850 |
|
|
2025
Q1 | $1.39M | Buy |
51,947
+39,648
| +322% | +$1.06M | ﹤0.01% | 749 |
|
|
2024
Q4 | $318K | Buy |
12,299
+7,096
| +136% | +$183K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $279K | Buy |
5,203
+4,222
| +430% | +$227K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $51K | Buy |
981
+785
| +401% | +$40.8K | ﹤0.01% | 1248 |
|
|
2024
Q1 | $10.2K | Buy |
+196
| New | +$10.2K | ﹤0.01% | 1061 |
|
|
2023
Q4 | – | Sell |
-125
| Closed | -$6.31K | – | 1034 |
|
|
2023
Q3 | $6.31K | Buy |
+125
| New | +$6.31K | ﹤0.01% | 505 |
|
|
2022
Q2 | – | Sell |
-875
| Closed | -$53K | – | 826 |
|
|
2022
Q1 | $53K | Buy |
875
+569
| +186% | +$34.5K | ﹤0.01% | 341 |
|
|
2021
Q4 | $19K | Buy |
+306
| New | +$19K | ﹤0.01% | 470 |
|