NBT Bank’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 | $248K | Hold |
9,291
| – | – | 0.02% | 348 |
|
2025
Q1 | $250K | Hold |
9,291
| – | – | 0.02% | 342 |
|
2024
Q4 | $240K | Buy |
9,291
+4,185
| +82% | +$108K | 0.02% | 349 |
|
2024
Q3 | $137K | Buy |
+5,106
| New | +$137K | 0.01% | 404 |
|
2024
Q2 | – | Sell |
-4
| Closed | -$104 | – | 609 |
|
2024
Q1 | $104 | Hold |
4
| – | – | ﹤0.01% | 587 |
|
2023
Q4 | $104 | Buy |
+4
| New | +$104 | ﹤0.01% | 588 |
|
2023
Q3 | – | Sell |
-7,716
| Closed | -$202K | – | 319 |
|
2023
Q2 | $202K | Buy |
+7,716
| New | +$202K | 0.03% | 253 |
|
2022
Q2 | – | Sell |
-6,816
| Closed | -$207K | – | 234 |
|
2022
Q1 | $207K | Buy |
+6,816
| New | +$207K | 0.03% | 230 |
|