OneDigital Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $638K | Sell |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $698K | Sell |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $2.95M | Buy |
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|
2020
Q1 | $2.42M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $2.2M | Buy |
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|
2019
Q2 | $10K | Buy |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $5K | Sell |
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|
2017
Q2 | $206K | Buy |
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