LGT 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 | – | Hold |
0
| – | -$9 | – | 614 |
|
|
2025
Q1 | – | Hold |
0
| – | -$14 | – | 296 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$41 | – | 713 |
|
|
2024
Q3 | $41 | Sell |
2
-1,358
| -100% | -$27.8K | ﹤0.01% | 692 |
|
|
2024
Q2 | $35.4K | Buy |
1,360
+612
| +82% | +$15.9K | 0.07% | 201 |
|
|
2024
Q1 | $19.5K | Sell |
748
-572
| -43% | -$14.9K | 0.02% | 364 |
|
|
2023
Q4 | $34.4K | Sell |
1,320
-2,598
| -66% | -$67.8K | 0.04% | 250 |
|
|
2023
Q3 | $98.9K | Buy |
3,918
+430
| +12% | +$10.9K | 0.13% | 156 |
|
|
2023
Q2 | $91.4K | Buy |
3,488
+20
| +0.6% | +$524 | 0.1% | 138 |
|
|
2023
Q1 | $92.9K | Hold |
3,468
| – | – | 0.17% | 85 |
|
|
2022
Q4 | $89.8K | Buy |
+3,468
| New | +$89.8K | 0.11% | 121 |
|