Joseph P. Lucia & Associates’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 | $1.03M | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $3.16M | Sell |
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|
2023
Q1 | $3.38M | Sell |
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|
2022
Q4 | $3.45M | Sell |
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|
2022
Q3 | $3.83M | Sell |
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|
2022
Q2 | $4.45M | Sell |
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|
2022
Q1 | $5.13M | Sell |
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|
2021
Q4 | $5.37M | Buy |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $4.29M | Buy |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $3.38M | Buy |
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|
2020
Q1 | $2.9M | Sell |
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|
2019
Q4 | $2.99M | Buy |
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|
2019
Q3 | $2.87M | Buy |
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|
2019
Q2 | $2.74M | Sell |
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|
2019
Q1 | $47.8K | Buy |
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