North Star Investment Management’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 | $11.7K | Buy |
+437
| New | +$11.7K | ﹤0.01% | 867 |
|
|
2023
Q3 | – | Sell |
-3,244
| Closed | -$85K | – | 1304 |
|
|
2023
Q2 | $85K | Buy |
3,244
+26
| +0.8% | +$682 | 0.01% | 525 |
|
|
2023
Q1 | $86.3K | Hold |
3,218
| – | – | 0.01% | 532 |
|
|
2022
Q4 | $83.3K | Sell |
3,218
-74
| -2% | -$1.92K | 0.01% | 514 |
|
|
2022
Q3 | $85K | Buy |
3,292
+202
| +7% | +$5.22K | 0.01% | 464 |
|
|
2022
Q2 | $86K | Buy |
3,090
+66
| +2% | +$1.84K | 0.01% | 468 |
|
|
2022
Q1 | $92K | Buy |
3,024
+12
| +0.4% | +$365 | 0.01% | 478 |
|
|
2021
Q4 | $95K | Buy |
+3,012
| New | +$95K | 0.01% | 492 |
|