Leeward Financial Partners’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 | $1.1M | Hold |
41,380
| – | – | 0.35% | 54 |
|
|
2025
Q1 | $1.11M | Hold |
41,380
| – | – | 0.42% | 51 |
|
|
2024
Q4 | $1.07M | Hold |
41,380
| – | – | 0.38% | 53 |
|
|
2024
Q3 | $1.11M | Hold |
41,380
| – | – | 0.42% | 52 |
|
|
2024
Q2 | $1.08M | Sell |
41,380
-1,280
| -3% | -$33.3K | 0.44% | 51 |
|
|
2024
Q1 | $1.11M | Hold |
42,660
| – | – | 0.47% | 51 |
|
|
2023
Q4 | $1.11M | Hold |
42,660
| – | – | 0.54% | 49 |
|
|
2023
Q3 | $1.08M | Hold |
42,660
| – | – | 0.6% | 48 |
|
|
2023
Q2 | $1.12M | Hold |
42,660
| – | – | 0.64% | 48 |
|
|
2023
Q1 | $1.14M | Hold |
42,660
| – | – | 0.7% | 46 |
|
|
2022
Q4 | $1.1M | Hold |
42,660
| – | – | 0.76% | 45 |
|
|
2022
Q3 | $1.11M | Hold |
42,660
| – | – | 0.79% | 44 |
|
|
2022
Q2 | $1.19M | Hold |
42,660
| – | – | 0.82% | 44 |
|
|
2022
Q1 | $1.3M | Hold |
42,660
| – | – | 0.8% | 45 |
|
|
2021
Q4 | $1.34M | Buy |
+42,660
| New | +$1.34M | 0.84% | 44 |
|