Mayflower Financial Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $901K | Buy |
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|
2023
Q3 | $857K | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $2.19M | Buy |
|