Marshall Financial Group (Pennsylvania)’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 | $24.9M | Buy |
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|
2025
Q2 | $23.7M | Buy |
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|
2025
Q1 | $23.5M | Buy |
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|
2024
Q4 | $21.9M | Sell |
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|
2024
Q3 | $22.9M | Buy |
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|
2024
Q2 | $20.8M | Buy |
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|
2024
Q1 | $20.7M | Buy |
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|
2023
Q4 | $19.5M | Sell |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $19.3M | Buy |
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|
2023
Q1 | $19.4M | Buy |
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|
2022
Q4 | $17.2M | Buy |
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|
2022
Q3 | $17M | Buy |
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|
2022
Q2 | $17.6M | Buy |
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|
2022
Q1 | $17.7M | Buy |
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|
2021
Q4 | $18.1M | Buy |
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|
2021
Q3 | $17M | Buy |
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|
2021
Q2 | $16M | Buy |
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|
2021
Q1 | $15.6M | Buy |
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|
2020
Q4 | $15.1M | Sell |
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|
2020
Q3 | $15M | Sell |
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|
2020
Q2 | $14.6M | Sell |
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|
2020
Q1 | $14.1M | Sell |
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|
2019
Q4 | $14.1M | Sell |
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|
2019
Q3 | $14.3M | Sell |
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|
2019
Q2 | $14.4M | Buy |
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|
2019
Q1 | $14M | Buy |
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|
2018
Q4 | $13.1M | Buy |
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