Peak Financial Management’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 | $9.36M | Sell |
350,676
-137,530
| -28% | -$3.67M | 2.66% | 15 |
|
|
2025
Q1 | $13.1M | Buy |
488,206
+15,973
| +3% | +$430K | 3.93% | 7 |
|
|
2024
Q4 | $12.2M | Buy |
472,233
+7,195
| +2% | +$186K | 3.65% | 6 |
|
|
2024
Q3 | $12.5M | Buy |
465,038
+11,054
| +2% | +$296K | 3.66% | 6 |
|
|
2024
Q2 | $11.8M | Sell |
453,984
-15,778
| -3% | -$410K | 3.7% | 5 |
|
|
2024
Q1 | $12.3M | Buy |
469,762
+7,742
| +2% | +$202K | 3.88% | 5 |
|
|
2023
Q4 | $12.1M | Sell |
462,020
-28,624
| -6% | -$747K | 4.05% | 5 |
|
|
2023
Q3 | $12.4M | Buy |
490,644
+43,136
| +10% | +$1.09M | 4.51% | 5 |
|
|
2023
Q2 | $11.7M | Buy |
447,508
+5,672
| +1% | +$149K | 4.18% | 5 |
|
|
2023
Q1 | $11.8M | Buy |
441,836
+6,510
| +1% | +$175K | 4.4% | 6 |
|
|
2022
Q4 | $11.3M | Sell |
435,326
-5,440
| -1% | -$141K | 4.43% | 5 |
|
|
2022
Q3 | $11.4M | Sell |
440,766
-308
| -0.1% | -$7.98K | 4.76% | 5 |
|
|
2022
Q2 | $12.3M | Buy |
441,074
+9,926
| +2% | +$277K | 4.73% | 6 |
|
|
2022
Q1 | $13.1M | Buy |
431,148
+26,330
| +7% | +$799K | 4.38% | 5 |
|
|
2021
Q4 | $12.7M | Buy |
404,818
+7,330
| +2% | +$231K | 4.12% | 5 |
|
|
2021
Q3 | $12.4M | Buy |
397,488
+13,326
| +3% | +$417K | 4.21% | 5 |
|
|
2021
Q2 | $12M | Buy |
384,162
+21,420
| +6% | +$669K | 4.08% | 5 |
|
|
2021
Q1 | $11.1M | Buy |
362,742
+42,100
| +13% | +$1.29M | 4.02% | 5 |
|
|
2020
Q4 | $9.95M | Buy |
320,642
+20,628
| +7% | +$640K | 3.75% | 8 |
|
|
2020
Q3 | $9.25M | Buy |
300,014
+17,984
| +6% | +$554K | 3.99% | 6 |
|
|
2020
Q2 | $8.46M | Sell |
282,030
-17,136
| -6% | -$514K | 3.97% | 7 |
|
|
2020
Q1 | $8.6M | Buy |
299,166
+130
| +0% | +$3.74K | 4.39% | 8 |
|
|
2019
Q4 | $8.47M | Buy |
299,036
+7,554
| +3% | +$214K | 3.61% | 8 |
|
|
2019
Q3 | $8.27M | Buy |
291,482
+8,716
| +3% | +$247K | 3.67% | 8 |
|
|
2019
Q2 | $7.96M | Buy |
282,766
+7,196
| +3% | +$203K | 3.57% | 8 |
|
|
2019
Q1 | $7.58M | Sell |
275,570
-8,160
| -3% | -$224K | 3.48% | 8 |
|
|
2018
Q4 | $7.55M | Sell |
283,730
-21,824
| -7% | -$581K | 3.72% | 8 |
|
|
2018
Q3 | $8.24M | Buy |
305,554
+13,684
| +5% | +$369K | 3.71% | 9 |
|
|
2018
Q2 | $8.01M | Buy |
291,870
+12,620
| +5% | +$346K | 3.7% | 8 |
|
|
2018
Q1 | $7.66M | Buy |
279,250
+40,390
| +17% | +$1.11M | 3.64% | 8 |
|
|
2017
Q4 | $6.62M | Buy |
238,860
+141,670
| +146% | +$3.93M | 2.51% | 20 |
|
|
2017
Q3 | $2.69M | Buy |
+97,190
| New | +$2.69M | 1.04% | 23 |
|