Key Financial Inc’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 | $12.5K | Hold |
470
| – | – | ﹤0.01% | 792 |
|
|
2025
Q1 | $12.6K | Hold |
470
| – | – | ﹤0.01% | 763 |
|
|
2024
Q4 | $12.1K | Buy |
470
+44
| +10% | +$1.14K | ﹤0.01% | 775 |
|
|
2024
Q3 | $11.4K | Hold |
426
| – | – | ﹤0.01% | 759 |
|
|
2024
Q2 | $11.1K | Hold |
426
| – | – | ﹤0.01% | 745 |
|
|
2024
Q1 | $11.1K | Hold |
426
| – | – | ﹤0.01% | 730 |
|
|
2023
Q4 | $11.1K | Hold |
426
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $10.8K | Hold |
426
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $11.2K | Hold |
426
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $11.4K | Hold |
426
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $11K | Hold |
426
| – | – | 0.01% | 609 |
|
|
2022
Q3 | $11K | Sell |
426
-722
| -63% | -$18.6K | 0.01% | 615 |
|
|
2022
Q2 | $32K | Buy |
1,148
+426
| +59% | +$11.9K | 0.02% | 433 |
|
|
2022
Q1 | $22K | Hold |
722
| – | – | 0.01% | 486 |
|
|
2021
Q4 | $23K | Hold |
722
| – | – | 0.01% | 466 |
|
|
2021
Q3 | $23K | Hold |
722
| – | – | 0.01% | 449 |
|
|
2021
Q2 | $23K | Buy |
+722
| New | +$23K | 0.01% | 446 |
|