Mutual Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Mutual Advisors’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Buy	64,369 +2,915	+5%	+$77.6K	0.04%	358
2025 Q1	$1.64M	Buy	61,454 +428	+0.7%	+$11.4K	0.05%	329
2024 Q4	$1.58M	Sell	61,026 -63,362	-51%	-$1.64M	0.05%	338
2024 Q3	$1.64M	Buy	124,388 +60,308	+94%	+$795K	0.05%	323
2024 Q2	$1.68M	Sell	64,080 -2,346	-4%	-$61.4K	0.05%	316
2024 Q1	$1.73M	Buy	66,426 +2,672	+4%	+$69.7K	0.06%	310
2023 Q4	$1.66M	Sell	63,754 -9,684	-13%	-$253K	0.06%	315
2023 Q3	$1.85M	Sell	73,438 -23,946	-25%	-$605K	0.07%	269
2023 Q2	$2.55M	Sell	97,384 -75,724	-44%	-$1.99M	0.1%	206
2023 Q1	$4.64M	Sell	173,108 -27,106	-14%	-$727K	0.19%	109
2022 Q4	$5.18M	Buy	200,214 +9,906	+5%	+$257K	0.23%	93
2022 Q3	$4.93M	Sell	190,308 -35,572	-16%	-$921K	0.25%	80
2022 Q2	$6.3M	Buy	225,880 +33,556	+17%	+$936K	0.42%	47
2022 Q1	$5.84M	Sell	192,324 -3,924	-2%	-$119K	0.33%	64
2021 Q4	$6.17M	Buy	196,248 +27,512	+16%	+$865K	0.33%	62
2021 Q3	$5.28M	Sell	168,736 -1,486	-0.9%	-$46.5K	0.31%	69
2021 Q2	$5.32M	Buy	170,222 +19,690	+13%	+$615K	0.32%	73
2021 Q1	$4.6M	Buy	150,532 +61,514	+69%	+$1.88M	0.31%	74
2020 Q4	$2.76M	Buy	89,018 +9,704	+12%	+$301K	0.21%	108
2020 Q3	$2.44M	Buy	79,314 +36,012	+83%	+$1.11M	0.21%	112
2020 Q2	$1.3M	Buy	43,302 +3,496	+9%	+$105K	0.13%	182
2020 Q1	$1.15M	Buy	39,806 +802	+2%	+$23.1K	0.16%	163
2019 Q4	$1.1M	Buy	39,004 +9,082	+30%	+$257K	0.12%	215
2019 Q3	$849K	Sell	29,922 -1,428	-5%	-$40.5K	0.11%	222
2019 Q2	$883K	Buy	31,350 +3,138	+11%	+$88.4K	0.11%	223
2019 Q1	$776K	Buy	28,212 +1,342	+5%	+$36.9K	0.11%	209
2018 Q4	$715K	Sell	26,870 -2,254	-8%	-$60K	0.14%	182
2018 Q3	$786K	Buy	29,124 +2,042	+8%	+$55.1K	0.12%	206
2018 Q2	$744K	Buy	27,082 +172	+0.6%	+$4.73K	0.17%	181
2018 Q1	$738K	Sell	26,910 -52	-0.2%	-$1.43K	0.19%	181
2017 Q4	$747K	Buy	+26,962	New	+$747K	0.28%	107