Keener Financial Planning’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 | $4K | Sell |
156
-172
| -52% | -$4.41K | ﹤0.01% | 192 |
|
|
2025
Q1 | $8K | Sell |
328
-316
| -49% | -$7.71K | 0.01% | 135 |
|
|
2024
Q4 | $16K | Buy |
644
+316
| +96% | +$7.85K | 0.01% | 120 |
|
|
2024
Q3 | $8K | Sell |
328
-156
| -32% | -$3.81K | 0.01% | 145 |
|
|
2024
Q2 | $12K | Hold |
484
| – | – | 0.01% | 131 |
|
|
2024
Q1 | $13K | Hold |
484
| – | – | 0.01% | 146 |
|
|
2023
Q4 | $13K | Buy |
+484
| New | +$13K | 0.01% | 132 |
|