Plum Street 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 | $869K | Sell |
32,589
-3,200
| -9% | -$85.4K | 0.38% | 48 |
|
|
2025
Q1 | $962K | Sell |
35,789
-1,466
| -4% | -$39.4K | 0.46% | 45 |
|
|
2024
Q4 | $962K | Sell |
37,255
-4,463
| -11% | -$115K | 0.48% | 45 |
|
|
2024
Q3 | $1.12M | Sell |
41,718
-7,790
| -16% | -$209K | 0.57% | 38 |
|
|
2024
Q2 | $1.29M | Buy |
49,508
+7,790
| +19% | +$203K | 0.75% | 35 |
|
|
2024
Q1 | $1.12M | Sell |
41,718
-33,952
| -45% | -$910K | 0.57% | 38 |
|
|
2023
Q4 | $1.97M | Buy |
+75,670
| New | +$1.97M | 1.32% | 18 |
|