Moisand Fitzgerald Tamayo’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 |
-16
| Closed | -$431 | – | 594 |
|
|
2025
Q1 | $431 | Hold |
16
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $414 | Hold |
16
| – | – | ﹤0.01% | 575 |
|
|
2024
Q3 | $430 | Hold |
16
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $417 | Hold |
16
| – | – | ﹤0.01% | 561 |
|
|
2024
Q1 | $418 | Hold |
16
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $418 | Hold |
16
| – | – | ﹤0.01% | 609 |
|
|
2023
Q3 | $404 | Hold |
16
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $420 | Hold |
16
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $429 | Hold |
16
| – | – | ﹤0.01% | 751 |
|
|
2022
Q4 | $414 | Sell |
16
-170
| -91% | -$4.45K | ﹤0.01% | 743 |
|
|
2022
Q3 | $5K | Hold |
186
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $5K | Buy |
+186
| New | +$5.4K | ﹤0.01% | 327 |
|
|
2022
Q1 | – | Sell |
-186
| Closed | -$6K | – | 640 |
|
|
2021
Q4 | $6K | Hold |
186
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $6K | Hold |
186
| – | – | ﹤0.01% | 284 |
|
|
2021
Q2 | $6K | Hold |
186
| – | – | ﹤0.01% | 305 |
|
|
2021
Q1 | $6K | Sell |
186
-754
| -80% | -$23.2K | ﹤0.01% | 251 |
|
|
2020
Q4 | $29K | Buy |
940
+924
| +5,775% | +$28.4K | 0.01% | 150 |
|
|
2020
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 358 |
|
|
2020
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 330 |
|
|
2020
Q1 | $0 | Sell |
16
-84
| -84% | -$2.4K | ﹤0.01% | 285 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 245 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 241 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 261 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 245 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 281 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2017
Q3 | $3K | Buy |
+100
| New | +$2.77K | ﹤0.01% | 260 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$3K | – | 171 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 197 |
|
|
2015
Q4 | $3K | Buy |
+100
| New | +$2.68K | ﹤0.01% | 188 |
|
Other funds holding SCHP
MERSOM
QCM
LNC
