LifePlan Investment 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 | $4.9M | Buy |
183,574
+1,534
| +0.8% | +$40.9K | 2.43% | 10 |
|
|
2025
Q1 | $4.9M | Buy |
182,040
+1,300
| +0.7% | +$35K | 2.82% | 6 |
|
|
2024
Q4 | $4.67M | Sell |
180,740
-7,680
| -4% | -$198K | 2.89% | 6 |
|
|
2024
Q3 | $5.05M | Buy |
188,420
+9,370
| +5% | +$251K | 3.23% | 6 |
|
|
2024
Q2 | $4.66M | Buy |
179,050
+12,980
| +8% | +$338K | 3.36% | 6 |
|
|
2024
Q1 | $4.33M | Buy |
166,070
+8,390
| +5% | +$219K | 3.45% | 6 |
|
|
2023
Q4 | $4.12M | Buy |
157,680
+3,644
| +2% | +$95.1K | 3.77% | 7 |
|
|
2023
Q3 | $3.89M | Buy |
154,036
+4,104
| +3% | +$104K | 4.13% | 8 |
|
|
2023
Q2 | $3.93M | Buy |
+149,932
| New | +$3.93M | 4.39% | 7 |
|