Phillips Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.95M | Buy |
|
|||||
|
2025
Q2 | $2.56M | Buy |
|
|||||
|
2025
Q1 | $2.45M | Buy |
|
|||||
|
2024
Q4 | $2.26M | Buy |
|
|||||
|
2024
Q3 | $1.66M | Buy |
|
|||||
|
2024
Q2 | $913K | Buy |
|
|||||
|
2024
Q1 | $860K | Buy |
|
|||||
|
2023
Q4 | $709K | Buy |
|
|||||
|
2023
Q3 | $679K | Buy |
|
|||||
|
2023
Q2 | $641K | Buy |
|
|||||
|
2023
Q1 | $652K | Buy |
|
|||||
|
2022
Q4 | $603K | Buy |
|
|||||
|
2022
Q3 | $575K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $451K | Buy |
|