Larson Financial Group’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 | $303K | Buy |
11,340
+2,186
| +24% | +$58.3K | 0.01% | 565 |
|
|
2025
Q1 | $246K | Buy |
9,154
+172
| +2% | +$4.63K | 0.01% | 579 |
|
|
2024
Q4 | $232K | Buy |
8,982
+1,184
| +15% | +$30.6K | 0.01% | 529 |
|
|
2024
Q3 | $209K | Sell |
7,798
-3,580
| -31% | -$96K | 0.01% | 561 |
|
|
2024
Q2 | $296K | Buy |
11,378
+4,990
| +78% | +$130K | 0.02% | 364 |
|
|
2024
Q1 | $167K | Buy |
6,388
+32
| +0.5% | +$835 | 0.01% | 450 |
|
|
2023
Q4 | $166K | Buy |
6,356
+1,220
| +24% | +$31.8K | 0.01% | 390 |
|
|
2023
Q3 | $130K | Sell |
5,136
-4,716
| -48% | -$119K | 0.01% | 407 |
|
|
2023
Q2 | $258K | Sell |
9,852
-368
| -4% | -$9.65K | 0.03% | 277 |
|
|
2023
Q1 | $274K | Buy |
10,220
+422
| +4% | +$11.3K | 0.03% | 277 |
|
|
2022
Q4 | $254K | Buy |
9,798
+798
| +9% | +$20.7K | 0.03% | 269 |
|
|
2022
Q3 | $233K | Buy |
9,000
+380
| +4% | +$9.84K | 0.03% | 258 |
|
|
2022
Q2 | $241K | Buy |
8,620
+492
| +6% | +$13.8K | 0.04% | 168 |
|
|
2022
Q1 | $247K | Buy |
8,128
+412
| +5% | +$12.5K | 0.04% | 178 |
|
|
2021
Q4 | $243K | Buy |
7,716
+740
| +11% | +$23.3K | 0.04% | 181 |
|
|
2021
Q3 | $218K | Buy |
6,976
+254
| +4% | +$7.94K | 0.04% | 141 |
|
|
2021
Q2 | $210K | Buy |
6,722
+248
| +4% | +$7.75K | 0.05% | 124 |
|
|
2021
Q1 | $198K | Sell |
6,474
-448
| -6% | -$13.7K | 0.06% | 112 |
|
|
2020
Q4 | $215K | Sell |
6,922
-976
| -12% | -$30.3K | 0.07% | 95 |
|
|
2020
Q3 | $243K | Sell |
7,898
-202
| -2% | -$6.22K | 0.1% | 79 |
|
|
2020
Q2 | $243K | Sell |
8,100
-1,226
| -13% | -$36.8K | 0.12% | 85 |
|
|
2020
Q1 | $268K | Sell |
9,326
-32
| -0.3% | -$920 | 0.17% | 70 |
|
|
2019
Q4 | $265K | Sell |
9,358
-34
| -0.4% | -$963 | 0.15% | 65 |
|
|
2019
Q3 | $267K | Sell |
9,392
-166
| -2% | -$4.72K | 0.17% | 61 |
|
|
2019
Q2 | $269K | Buy |
9,558
+214
| +2% | +$6.02K | 0.2% | 47 |
|
|
2019
Q1 | $257K | Sell |
9,344
-178
| -2% | -$4.9K | 0.2% | 46 |
|
|
2018
Q4 | $254K | Buy |
9,522
+1,706
| +22% | +$45.5K | 0.23% | 44 |
|
|
2018
Q3 | $211K | Sell |
7,816
-74
| -0.9% | -$2K | 0.24% | 45 |
|
|
2018
Q2 | $217K | Buy |
7,890
+212
| +3% | +$5.83K | 0.25% | 43 |
|
|
2018
Q1 | $211K | Sell |
7,678
-6,648
| -46% | -$183K | 0.25% | 41 |
|
|
2017
Q4 | $397K | Buy |
+14,326
| New | +$397K | 0.33% | 49 |
|