Laraway Financial Advisors’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 | $615K | Sell |
23,056
-671
| -3% | -$17.9K | 0.47% | 51 |
|
|
2025
Q1 | $638K | Sell |
23,727
-569
| -2% | -$15.3K | 0.51% | 49 |
|
|
2024
Q4 | $628K | Sell |
24,296
-1,690
| -7% | -$43.7K | 0.48% | 55 |
|
|
2024
Q3 | $697K | Sell |
25,986
-998
| -4% | -$26.8K | 0.56% | 51 |
|
|
2024
Q2 | $702K | Sell |
26,984
-210
| -0.8% | -$5.46K | 0.6% | 48 |
|
|
2024
Q1 | $709K | Sell |
27,194
-592
| -2% | -$15.4K | 0.63% | 48 |
|
|
2023
Q4 | $725K | Sell |
27,786
-1,876
| -6% | -$49K | 0.69% | 44 |
|
|
2023
Q3 | $749K | Sell |
29,662
-448
| -1% | -$11.3K | 0.78% | 37 |
|
|
2023
Q2 | $789K | Sell |
30,110
-1,424
| -5% | -$37.3K | 0.78% | 40 |
|
|
2023
Q1 | $845K | Sell |
31,534
-3,240
| -9% | -$86.8K | 0.86% | 34 |
|
|
2022
Q4 | $900K | Sell |
34,774
-406
| -1% | -$10.5K | 0.94% | 32 |
|
|
2022
Q3 | $911K | Sell |
35,180
-340
| -1% | -$8.8K | 1.02% | 30 |
|
|
2022
Q2 | $991K | Sell |
35,520
-1,820
| -5% | -$50.8K | 1.05% | 30 |
|
|
2022
Q1 | $1.13M | Sell |
37,340
-820
| -2% | -$24.9K | 1.03% | 29 |
|
|
2021
Q4 | $1.2M | Buy |
+38,160
| New | +$1.2M | 1.07% | 29 |
|