L.J. Altfest & Co’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
Q2 | $26.3M | Sell |
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|
2025
Q1 | $38.6M | Buy |
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|
2024
Q4 | $18.4M | Buy |
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|
2024
Q3 | $19M | Buy |
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|
2024
Q2 | $18.1M | Buy |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $12.4M | Sell |
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|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | $17.1M | Buy |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $15.5M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $827K | Buy |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $414K | Buy |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $373K | Buy |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $369K | Buy |
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