Phillips 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 | $2.56M | Buy |
95,899
+4,722
| +5% | +$126K | 0.19% | 70 |
|
|
2025
Q1 | $2.45M | Buy |
91,177
+3,847
| +4% | +$103K | 0.19% | 69 |
|
|
2024
Q4 | $2.26M | Buy |
87,330
+25,304
| +41% | +$654K | 0.18% | 75 |
|
|
2024
Q3 | $1.66M | Buy |
62,026
+26,922
| +77% | +$722K | 0.13% | 89 |
|
|
2024
Q2 | $913K | Buy |
35,104
+2,116
| +6% | +$55K | 0.08% | 111 |
|
|
2024
Q1 | $860K | Buy |
32,988
+5,824
| +21% | +$152K | 0.07% | 112 |
|
|
2023
Q4 | $709K | Buy |
27,164
+256
| +1% | +$6.68K | 0.06% | 115 |
|
|
2023
Q3 | $679K | Buy |
26,908
+2,448
| +10% | +$61.8K | 0.06% | 116 |
|
|
2023
Q2 | $641K | Buy |
24,460
+120
| +0.5% | +$3.15K | 0.06% | 117 |
|
|
2023
Q1 | $652K | Buy |
24,340
+1,062
| +5% | +$28.5K | 0.06% | 115 |
|
|
2022
Q4 | $603K | Buy |
23,278
+1,070
| +5% | +$27.7K | 0.06% | 106 |
|
|
2022
Q3 | $575K | Buy |
+22,208
| New | +$575K | 0.06% | 110 |
|
|
2022
Q2 | – | Sell |
-14,866
| Closed | -$451K | – | 133 |
|
|
2022
Q1 | $451K | Buy |
+14,866
| New | +$451K | 0.04% | 106 |
|