LFS
Lutz Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.4M | Sell |
1,850,449
-31,876
| -2% | -$850K | 3.83% | 8 |
|
|
2025
Q1 | $50.6M | Buy |
1,882,325
+58,023
| +3% | +$1.56M | 4.14% | 8 |
|
|
2024
Q4 | $47.1M | Buy |
1,824,302
+937,323
| +106% | +$24.2M | 3.81% | 8 |
|
|
2024
Q3 | $47.6M | Buy |
886,979
+33,253
| +4% | +$1.78M | 3.86% | 8 |
|
|
2024
Q2 | $44.4M | Buy |
853,726
+25,163
| +3% | +$1.31M | 3.87% | 8 |
|
|
2024
Q1 | $43.2M | Buy |
828,563
+3,540
| +0.4% | +$185K | 3.77% | 8 |
|
|
2023
Q4 | $43.1M | Buy |
825,023
+65,480
| +9% | +$3.42M | 4.04% | 8 |
|
|
2023
Q3 | $38.3M | Buy |
759,543
+87,171
| +13% | +$4.4M | 4.18% | 8 |
|
|
2023
Q2 | $35.3M | Buy |
672,372
+37,034
| +6% | +$1.94M | 3.79% | 8 |
|
|
2023
Q1 | $34.1M | Buy |
635,338
+40,733
| +7% | +$2.18M | 3.89% | 8 |
|
|
2022
Q4 | $30.8M | Sell |
594,605
-90,637
| -13% | -$4.69M | 3.78% | 8 |
|
|
2022
Q3 | $35.5M | Buy |
685,242
+26,804
| +4% | +$1.39M | 4.85% | 6 |
|
|
2022
Q2 | $36.7M | Sell |
658,438
-166,231
| -20% | -$9.28M | 4.87% | 5 |
|
|
2022
Q1 | $50.1M | Buy |
824,669
+28,036
| +4% | +$1.7M | 6.17% | 5 |
|
|
2021
Q4 | $50.1M | Buy |
796,633
+35,052
| +5% | +$2.2M | 6.15% | 5 |
|
|
2021
Q3 | $47.7M | Buy |
761,581
+51,024
| +7% | +$3.19M | 6.19% | 5 |
|
|
2021
Q2 | $44.4M | Buy |
710,557
+63,428
| +10% | +$3.96M | 5.91% | 5 |
|
|
2021
Q1 | $39.6M | Buy |
647,129
+58,716
| +10% | +$3.59M | 5.86% | 5 |
|
|
2020
Q4 | $36.5M | Buy |
588,413
+68,029
| +13% | +$4.22M | 6% | 5 |
|
|
2020
Q3 | $32.1M | Buy |
520,384
+50,996
| +11% | +$3.14M | 6.18% | 6 |
|
|
2020
Q2 | $28.2M | Buy |
469,388
+71,372
| +18% | +$4.28M | 5.74% | 6 |
|
|
2020
Q1 | $22.9M | Buy |
398,016
+91,351
| +30% | +$5.25M | 5.09% | 7 |
|
|
2019
Q4 | $17.4M | Buy |
306,665
+67,895
| +28% | +$3.84M | 3.08% | 11 |
|
|
2019
Q3 | $13.6M | Buy |
238,770
+89,745
| +60% | +$5.09M | 2.6% | 13 |
|
|
2019
Q2 | $8.39M | Buy |
149,025
+76,133
| +104% | +$4.29M | 1.64% | 19 |
|
|
2019
Q1 | $4.01M | Sell |
72,892
-5,362
| -7% | -$295K | 0.82% | 24 |
|
|
2018
Q4 | $4.17M | Sell |
78,254
-2,609
| -3% | -$139K | 0.93% | 26 |
|
|
2018
Q3 | $4.36M | Buy |
80,863
+9,738
| +14% | +$525K | 0.96% | 21 |
|
|
2018
Q2 | $3.91M | Buy |
71,125
+5,213
| +8% | +$286K | 1.11% | 19 |
|
|
2018
Q1 | $3.62M | Sell |
65,912
-777
| -1% | -$42.6K | 1.07% | 20 |
|
|
2017
Q4 | $3.7M | Buy |
+66,689
| New | +$3.7M | 1.08% | 20 |
|