JPLA
Joseph P. Lucia & Associates’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
38,658
-1,747
| -4% | -$46.6K | 0.42% | 70 |
|
|
2025
Q1 | $1.09M | Sell |
40,405
-4,043
| -9% | -$109K | 0.5% | 58 |
|
|
2024
Q4 | $1.15M | Buy |
44,448
+15,377
| +53% | +$397K | 0.51% | 53 |
|
|
2024
Q3 | $1.56M | Sell |
29,071
-10,293
| -26% | -$552K | 0.72% | 43 |
|
|
2024
Q2 | $2.05M | Sell |
39,364
-7,038
| -15% | -$366K | 1.05% | 33 |
|
|
2024
Q1 | $2.42M | Sell |
46,402
-5,144
| -10% | -$268K | 1.3% | 24 |
|
|
2023
Q4 | $2.69M | Sell |
51,546
-6,118
| -11% | -$319K | 1.67% | 17 |
|
|
2023
Q3 | $2.91M | Sell |
57,664
-2,699
| -4% | -$136K | 2.04% | 13 |
|
|
2023
Q2 | $3.16M | Sell |
60,363
-2,649
| -4% | -$139K | 2.12% | 12 |
|
|
2023
Q1 | $3.38M | Sell |
63,012
-3,548
| -5% | -$190K | 2.35% | 10 |
|
|
2022
Q4 | $3.45M | Sell |
66,560
-7,459
| -10% | -$386K | 2.58% | 8 |
|
|
2022
Q3 | $3.83M | Sell |
74,019
-5,716
| -7% | -$296K | 3.01% | 7 |
|
|
2022
Q2 | $4.45M | Sell |
79,735
-4,828
| -6% | -$269K | 3.14% | 5 |
|
|
2022
Q1 | $5.13M | Sell |
84,563
-807
| -0.9% | -$49K | 3.12% | 4 |
|
|
2021
Q4 | $5.37M | Buy |
85,370
+8,957
| +12% | +$563K | 3.41% | 4 |
|
|
2021
Q3 | $4.78M | Buy |
76,413
+2,085
| +3% | +$130K | 2.83% | 4 |
|
|
2021
Q2 | $4.65M | Buy |
74,328
+4,187
| +6% | +$262K | 2.78% | 3 |
|
|
2021
Q1 | $4.29M | Buy |
70,141
+6,078
| +9% | +$372K | 1.91% | 4 |
|
|
2020
Q4 | $3.98M | Buy |
64,063
+4,368
| +7% | +$271K | 2.78% | 3 |
|
|
2020
Q3 | $3.68M | Buy |
59,695
+3,371
| +6% | +$208K | 3.43% | 4 |
|
|
2020
Q2 | $3.38M | Buy |
56,324
+5,841
| +12% | +$351K | 3.04% | 4 |
|
|
2020
Q1 | $2.9M | Sell |
50,483
-2,317
| -4% | -$133K | 3.23% | 2 |
|
|
2019
Q4 | $2.99M | Buy |
52,800
+2,238
| +4% | +$127K | 2.72% | 5 |
|
|
2019
Q3 | $2.87M | Buy |
50,562
+1,963
| +4% | +$111K | 2.96% | 4 |
|
|
2019
Q2 | $2.74M | Sell |
48,599
-2,567,264
| -98% | -$145M | 2.87% | 5 |
|
|
2019
Q1 | $47.8K | Buy |
+2,615,863
| New | +$47.8K | 3.55% | 6 |
|