Koss-Olinger Consulting’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 | – | Sell |
-79,396
| Closed | -$2.14M | – | 328 |
|
|
2025
Q1 | $2.14M | Buy |
79,396
+5,511
| +7% | +$148K | 0.18% | 62 |
|
|
2024
Q4 | $1.91M | Sell |
73,885
-5,091
| -6% | -$131K | 0.17% | 67 |
|
|
2024
Q3 | $2.12M | Buy |
78,976
+6,056
| +8% | +$162K | 0.18% | 75 |
|
|
2024
Q2 | $1.9M | Buy |
+72,920
| New | +$1.9M | 0.18% | 74 |
|
|
2024
Q1 | – | Sell |
-74,748
| Closed | -$1.95M | – | 255 |
|
|
2023
Q4 | $1.95M | Buy |
74,748
+43,978
| +143% | +$1.15M | 0.19% | 55 |
|
|
2023
Q3 | $777K | Buy |
30,770
+150
| +0.5% | +$3.79K | 0.11% | 102 |
|
|
2023
Q2 | $803K | Buy |
30,620
+412
| +1% | +$10.8K | 0.09% | 104 |
|
|
2023
Q1 | $810K | Buy |
30,208
+3,784
| +14% | +$101K | 0.1% | 101 |
|
|
2022
Q4 | $684K | Buy |
+26,424
| New | +$684K | 0.1% | 102 |
|