Liberty Capital Management’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 | $374K | Buy |
14,003
+3,691
| +36% | +$98.5K | 0.08% | 129 |
|
|
2025
Q1 | $277K | Hold |
10,312
| – | – | 0.06% | 142 |
|
|
2024
Q4 | $266K | Hold |
10,312
| – | – | 0.06% | 137 |
|
|
2024
Q3 | $277K | Hold |
10,312
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $268K | Buy |
10,312
+328
| +3% | +$8.53K | 0.06% | 135 |
|
|
2024
Q1 | $260K | Hold |
9,984
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $261K | Sell |
9,984
-542
| -5% | -$14.1K | 0.07% | 135 |
|
|
2023
Q3 | $266K | Hold |
10,526
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $276K | Hold |
10,526
| – | – | 0.08% | 122 |
|
|
2023
Q1 | $282K | Sell |
10,526
-3,678
| -26% | -$98.6K | 0.09% | 112 |
|
|
2022
Q4 | $368K | Buy |
14,204
+3,518
| +33% | +$91.1K | 0.13% | 107 |
|
|
2022
Q3 | $277K | Sell |
10,686
-642
| -6% | -$16.6K | 0.1% | 110 |
|
|
2022
Q2 | $316K | Sell |
11,328
-40,092
| -78% | -$1.12M | 0.11% | 107 |
|
|
2022
Q1 | $1.56M | Hold |
51,420
| – | – | 0.46% | 58 |
|
|
2021
Q4 | $1.62M | Sell |
51,420
-140
| -0.3% | -$4.4K | 0.44% | 57 |
|
|
2021
Q3 | $1.61M | Buy |
51,560
+2,206
| +4% | +$69K | 0.48% | 55 |
|
|
2021
Q2 | $1.54M | Buy |
+49,354
| New | +$1.54M | 0.47% | 59 |
|