OIM
Oder Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
18,635
-3,607
| -16% | -$96.2K | 0.38% | 68 |
|
|
2025
Q1 | $598K | Buy |
22,242
+768
| +4% | +$20.7K | 0.51% | 59 |
|
|
2024
Q4 | $555K | Buy |
21,474
+9,776
| +84% | +$253K | 0.46% | 60 |
|
|
2024
Q3 | $627K | Buy |
11,698
+840
| +8% | +$45K | 0.54% | 60 |
|
|
2024
Q2 | $565K | Sell |
10,858
-466
| -4% | -$24.2K | 0.51% | 61 |
|
|
2024
Q1 | $591K | Hold |
11,324
| – | – | 0.55% | 56 |
|
|
2023
Q4 | $591K | Sell |
11,324
-2,556
| -18% | -$133K | 0.59% | 52 |
|
|
2023
Q3 | $701K | Buy |
13,880
+26
| +0.2% | +$1.31K | 0.76% | 38 |
|
|
2023
Q2 | $726K | Buy |
13,854
+19
| +0.1% | +$996 | 0.8% | 33 |
|
|
2023
Q1 | $742K | Buy |
13,835
+186
| +1% | +$9.97K | 0.87% | 37 |
|
|
2022
Q4 | $707K | Buy |
13,649
+85
| +0.6% | +$4.4K | 0.88% | 36 |
|
|
2022
Q3 | $703K | Buy |
13,564
+49
| +0.4% | +$2.54K | 0.83% | 37 |
|
|
2022
Q2 | $754K | Sell |
13,515
-246
| -2% | -$13.7K | 0.93% | 33 |
|
|
2022
Q1 | $835K | Buy |
13,761
+2,438
| +22% | +$148K | 0.95% | 32 |
|
|
2021
Q4 | $712K | Buy |
11,323
+40
| +0.4% | +$2.52K | 1% | 27 |
|
|
2021
Q3 | $706K | Buy |
11,283
+599
| +6% | +$37.5K | 1.04% | 27 |
|
|
2021
Q2 | $667K | Sell |
10,684
-473
| -4% | -$29.5K | 0.87% | 32 |
|
|
2021
Q1 | $682K | Buy |
11,157
+80
| +0.7% | +$4.89K | 0.93% | 30 |
|
|
2020
Q4 | $687K | Buy |
+11,077
| New | +$687K | 0.67% | 35 |
|