ORG Partners’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 | $500K | Buy |
18,713
+2,211
| +13% | +$59.1K | 0.11% | 170 |
|
|
2025
Q1 | $442K | Buy |
16,502
+173
| +1% | +$4.64K | 0.11% | 157 |
|
|
2024
Q4 | $422K | Buy |
16,329
+329
| +2% | +$8.5K | 0.06% | 206 |
|
|
2024
Q3 | $429K | Buy |
16,000
+988
| +7% | +$26.5K | 0.07% | 185 |
|
|
2024
Q2 | $387K | Buy |
+15,012
| New | +$387K | 0.05% | 285 |
|
|
2024
Q1 | – | Sell |
-5,976
| Closed | -$156K | – | 997 |
|
|
2023
Q4 | $156K | Sell |
5,976
-582
| -9% | -$15.2K | 0.03% | 332 |
|
|
2023
Q3 | $166K | Sell |
6,558
-10,058
| -61% | -$254K | 0.05% | 312 |
|
|
2023
Q2 | $434K | Buy |
+16,616
| New | +$434K | 0.07% | 239 |
|