Petra Financial 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 | $307K | Buy |
11,506
+630
| +6% | +$16.8K | 0.19% | 115 |
|
|
2025
Q1 | $292K | Sell |
10,876
-1,156
| -10% | -$31.1K | 0.24% | 91 |
|
|
2024
Q4 | $311K | Buy |
12,032
+772
| +7% | +$19.9K | 0.21% | 106 |
|
|
2024
Q3 | $302K | Buy |
11,260
+538
| +5% | +$14.4K | 0.2% | 111 |
|
|
2024
Q2 | $279K | Sell |
10,722
-338
| -3% | -$8.79K | 0.2% | 104 |
|
|
2024
Q1 | $289K | Hold |
11,060
| – | – | 0.21% | 102 |
|
|
2023
Q4 | $289K | Buy |
11,060
+10
| +0.1% | +$261 | 0.24% | 95 |
|
|
2023
Q3 | $279K | Buy |
+11,050
| New | +$279K | 0.23% | 98 |
|