Marotta Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13M Buy
2025
Q2
$12.4M Buy
2025
Q1
$13.1M Sell
2024
Q4
$12.5M Sell
2024
Q3
$13.1M Buy
2024
Q2
$12M Sell
2024
Q1
$12.2M Buy
2023
Q4
$11.8M Sell
2023
Q3
$11.6M Buy
2023
Q2
$11.5M Buy
2022
Q4
$11.7M Buy
2022
Q3
$11.2M Sell
2022
Q2
$12.6M Sell
2022
Q1
$13.8M Buy
2021
Q4
$14.3M Buy
2021
Q3
$13.9M Buy
2021
Q2
$13.9M Sell
2021
Q1
$17.2M Buy
2020
Q4
$16.5M Buy
2020
Q3
$15.2M Buy
2020
Q2
$13M Sell
2020
Q1
$13.2M Sell
2019
Q4
$14.6M Buy