Pathway Financial Advisers’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 |
-1,298
| Closed | -$33.5K | – | 357 |
|
|
2024
Q4 | $33.5K | Buy |
1,298
+12
| +0.9% | +$310 | 0.01% | 265 |
|
|
2024
Q3 | $34.5K | Buy |
1,286
+12
| +0.9% | +$322 | 0.02% | 211 |
|
|
2024
Q2 | $33.1K | Buy |
1,274
+16
| +1% | +$416 | 0.01% | 254 |
|
|
2024
Q1 | $32.9K | Sell |
1,258
-232
| -16% | -$6.06K | 0.01% | 260 |
|
|
2023
Q4 | $38.9K | Buy |
1,490
+18
| +1% | +$470 | 0.01% | 244 |
|
|
2023
Q3 | $37.2K | Buy |
+1,472
| New | +$37.2K | 0.02% | 242 |
|
|
2023
Q1 | $38.7K | Hold |
1,446
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $37.4K | Buy |
+1,446
| New | +$37.4K | 0.02% | 266 |
|