Merit Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
87,066
+21,277
| +32% | +$568K | 0.03% | 476 |
|
|
2025
Q1 | $1.77M | Buy |
+65,789
| New | +$1.77M | 0.03% | 468 |
|
|
2024
Q4 | – | Sell |
-11,036
| Closed | -$296K | – | 1180 |
|
|
2024
Q3 | $296K | Buy |
11,036
+1,426
| +15% | +$38.2K | 0.01% | 672 |
|
|
2024
Q2 | $250K | Sell |
9,610
-4,132
| -30% | -$107K | 0.01% | 777 |
|
|
2024
Q1 | $354K | Buy |
+13,742
| New | +$354K | 0.01% | 651 |
|
|
2023
Q1 | – | Sell |
-7,838
| Closed | -$203K | – | 707 |
|
|
2022
Q4 | $203K | Buy |
+7,838
| New | +$203K | 0.01% | 619 |
|