OneDigital Investment Advisors’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 | $1.32M | Sell |
49,610
-7,170
| -13% | -$191K | 0.01% | 553 |
|
|
2025
Q1 | $1.53M | Buy |
56,780
+5,609
| +11% | +$151K | 0.02% | 473 |
|
|
2024
Q4 | $1.32M | Sell |
51,171
-1,311
| -2% | -$33.9K | 0.02% | 543 |
|
|
2024
Q3 | $1.41M | Buy |
52,482
+25,012
| +91% | +$671K | 0.02% | 551 |
|
|
2024
Q2 | $714K | Buy |
27,470
+2,998
| +12% | +$78K | 0.01% | 747 |
|
|
2024
Q1 | $638K | Sell |
24,472
-10,386
| -30% | -$271K | 0.01% | 654 |
|
|
2023
Q4 | $910K | Sell |
34,858
-7,364
| -17% | -$192K | 0.02% | 512 |
|
|
2023
Q3 | $1.07M | Sell |
42,222
-1,604
| -4% | -$40.5K | 0.02% | 405 |
|
|
2023
Q2 | $1.15M | Sell |
43,826
-6,474
| -13% | -$170K | 0.03% | 384 |
|
|
2023
Q1 | $1.35M | Sell |
50,300
-61,620
| -55% | -$1.65M | 0.03% | 342 |
|
|
2022
Q4 | $2.9M | Buy |
111,920
+103,866
| +1,290% | +$2.69M | 0.08% | 197 |
|
|
2022
Q3 | $209K | Sell |
8,054
-6,822
| -46% | -$177K | 0.01% | 699 |
|
|
2022
Q2 | $415K | Sell |
14,876
-752
| -5% | -$21K | 0.02% | 477 |
|
|
2022
Q1 | $474K | Buy |
15,628
+4,580
| +41% | +$139K | 0.02% | 450 |
|
|
2021
Q4 | $347K | Sell |
11,048
-2,664
| -19% | -$83.7K | 0.01% | 540 |
|
|
2021
Q3 | $429K | Sell |
13,712
-8,628
| -39% | -$270K | 0.02% | 461 |
|
|
2021
Q2 | $698K | Sell |
22,340
-3,294
| -13% | -$103K | 0.03% | 325 |
|
|
2021
Q1 | $784K | Buy |
25,634
+13,366
| +109% | +$409K | 0.04% | 290 |
|
|
2020
Q4 | $381K | Sell |
12,268
-25,480
| -68% | -$791K | 0.02% | 409 |
|
|
2020
Q3 | $1.16M | Sell |
37,748
-60,628
| -62% | -$1.87M | 0.08% | 182 |
|
|
2020
Q2 | $2.95M | Buy |
98,376
+14,040
| +17% | +$421K | 0.21% | 93 |
|
|
2020
Q1 | $2.43M | Buy |
84,336
+6,452
| +8% | +$186K | 0.21% | 101 |
|
|
2019
Q4 | $2.21M | Buy |
77,884
+382
| +0.5% | +$10.8K | 0.17% | 121 |
|
|
2019
Q3 | $2.2M | Buy |
77,502
+77,142
| +21,428% | +$2.19M | 0.2% | 107 |
|
|
2019
Q2 | $10K | Buy |
360
+190
| +112% | +$5.28K | ﹤0.01% | 929 |
|
|
2019
Q1 | $5K | Buy |
170
+20
| +13% | +$588 | ﹤0.01% | 991 |
|
|
2018
Q4 | $4K | Buy |
150
+114
| +317% | +$3.04K | ﹤0.01% | 981 |
|
|
2018
Q3 | $1K | Buy |
36
+6
| +20% | +$167 | ﹤0.01% | 1021 |
|
|
2018
Q2 | $1K | Sell |
30
-2
| -6% | -$67 | ﹤0.01% | 1300 |
|
|
2018
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1295 |
|
|
2017
Q4 | $1K | Sell |
32
-150
| -82% | -$4.69K | ﹤0.01% | 1212 |
|
|
2017
Q3 | $5K | Sell |
182
-7,290
| -98% | -$200K | ﹤0.01% | 892 |
|
|
2017
Q2 | $206K | Buy |
+7,472
| New | +$206K | 0.06% | 192 |
|