Joseph Group Capital Management’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 | $24.8M | Buy |
927,681
+8,127
| +0.9% | +$217K | 8.31% | 2 |
|
|
2025
Q1 | $24.7M | Buy |
919,554
+15,277
| +2% | +$411K | 9.45% | 2 |
|
|
2024
Q4 | $23.4M | Sell |
904,277
-102,049
| -10% | -$2.64M | 9.2% | 2 |
|
|
2024
Q3 | $27M | Buy |
1,006,326
+10,958
| +1% | +$294K | 10.32% | 2 |
|
|
2024
Q2 | $25.9M | Buy |
995,368
+29,804
| +3% | +$775K | 13.44% | 1 |
|
|
2024
Q1 | $25.2M | Buy |
965,564
+106,574
| +12% | +$2.78M | 12.62% | 1 |
|
|
2023
Q4 | $22.4M | Buy |
858,990
+15,886
| +2% | +$415K | 13.02% | 1 |
|
|
2023
Q3 | $21.3M | Buy |
843,104
+299,726
| +55% | +$7.57M | 15.33% | 1 |
|
|
2023
Q2 | $14.2M | Buy |
543,378
+6,594
| +1% | +$173K | 11.98% | 1 |
|
|
2023
Q1 | $14.4M | Buy |
536,784
+67,556
| +14% | +$1.81M | 12.62% | 1 |
|
|
2022
Q4 | $12.2M | Sell |
469,228
-4,054
| -0.9% | -$105K | 11.54% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
473,282
+18,396
| +4% | +$476K | 13.38% | 1 |
|
|
2022
Q2 | $12.7M | Buy |
454,886
+31,528
| +7% | +$880K | 12.72% | 2 |
|
|
2022
Q1 | $12.9M | Sell |
423,358
-82,592
| -16% | -$2.51M | 12.96% | 2 |
|
|
2021
Q4 | $15.9M | Buy |
+505,950
| New | +$15.9M | 15.3% | 1 |
|