Mason Investment Advisory Services’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 | $333K | Buy |
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|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $393K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.82M | Buy |
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|
2020
Q4 | $3.84M | Buy |
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|
2020
Q3 | $3.77M | Sell |
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|
2020
Q2 | $3.84M | Sell |
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|
2020
Q1 | $3.93M | Buy |
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|
2019
Q4 | $3.71M | Buy |
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|
2019
Q3 | $3.46M | Buy |
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|
2019
Q2 | $3.41M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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