Panoramic 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
Q1 | – | Sell |
-23,984
| Closed | -$620K | – | 118 |
|
|
2024
Q4 | $620K | Sell |
23,984
-1,050
| -4% | -$27.1K | 0.4% | 57 |
|
|
2024
Q3 | $671K | Buy |
+25,034
| New | +$671K | 0.46% | 51 |
|
|
2024
Q1 | $696K | Sell |
26,670
-4,146
| -13% | -$108K | 0.51% | 48 |
|
|
2023
Q4 | $804K | Buy |
30,816
+58
| +0.2% | +$1.51K | 0.7% | 41 |
|
|
2023
Q3 | $776K | Buy |
+30,758
| New | +$776K | 0.71% | 38 |
|
|
2022
Q4 | $987K | Buy |
+38,132
| New | +$987K | 1.01% | 31 |
|