MPS Loria Financial Planners’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 | $10.5M | Buy |
392,014
+2,553
| +0.7% | +$68.1K | 3.08% | 6 |
|
|
2025
Q1 | $10.5M | Buy |
389,461
+229,125
| +143% | +$6.16M | 3.11% | 6 |
|
|
2024
Q4 | $4.14M | Buy |
160,336
+3,470
| +2% | +$89.6K | 1.23% | 6 |
|
|
2024
Q3 | $4.21M | Buy |
156,866
+3,772
| +2% | +$101K | 1.25% | 8 |
|
|
2024
Q2 | $3.98M | Buy |
153,094
+9,652
| +7% | +$251K | 1.28% | 6 |
|
|
2024
Q1 | $3.74M | Buy |
+143,442
| New | +$3.74M | 1.26% | 6 |
|