Olistico Wealth’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 | $37.6K | Sell |
1,410
-1,619
| -53% | -$43.2K | 0.02% | 187 |
|
|
2025
Q1 | $81.5K | Buy |
3,029
+3
| +0.1% | +$81 | 0.05% | 136 |
|
|
2024
Q4 | $78.2K | Sell |
3,026
-870
| -22% | -$22.5K | 0.05% | 139 |
|
|
2024
Q3 | $105K | Sell |
3,896
-2,376
| -38% | -$63.7K | 0.06% | 129 |
|
|
2024
Q2 | $163K | Buy |
+6,272
| New | +$163K | 0.1% | 105 |
|
|
2024
Q1 | – | Sell |
-8,300
| Closed | -$217K | – | 107 |
|
|
2023
Q4 | $217K | Sell |
8,300
-4,768
| -36% | -$124K | 0.17% | 100 |
|
|
2023
Q3 | $330K | Sell |
13,068
-800
| -6% | -$20.2K | 0.29% | 78 |
|
|
2023
Q2 | $364K | Sell |
13,868
-108
| -0.8% | -$2.83K | 0.31% | 80 |
|
|
2023
Q1 | $375K | Sell |
13,976
-438
| -3% | -$11.7K | 0.36% | 70 |
|
|
2022
Q4 | $373K | Buy |
+14,414
| New | +$373K | 0.4% | 69 |
|