Resonant Capital 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 | $13.3M | Buy |
498,091
+43,645
| +10% | +$1.16M | 0.85% | 30 |
|
|
2025
Q1 | $12.2M | Buy |
454,446
+38,355
| +9% | +$1.03M | 0.85% | 29 |
|
|
2024
Q4 | $10.7M | Buy |
416,091
+47,773
| +13% | +$1.23M | 0.78% | 30 |
|
|
2024
Q3 | $9.88M | Buy |
368,318
+36,302
| +11% | +$973K | 0.73% | 34 |
|
|
2024
Q2 | $8.63M | Buy |
332,016
+21,748
| +7% | +$566K | 0.7% | 35 |
|
|
2024
Q1 | $8.09M | Buy |
310,268
+19,016
| +7% | +$496K | 0.69% | 35 |
|
|
2023
Q4 | $7.6M | Buy |
291,252
+12,052
| +4% | +$315K | 0.73% | 34 |
|
|
2023
Q3 | $7.05M | Buy |
279,200
+25,688
| +10% | +$648K | 0.75% | 32 |
|
|
2023
Q2 | $6.65M | Buy |
253,512
+10,964
| +5% | +$287K | 0.72% | 34 |
|
|
2023
Q1 | $6.5M | Buy |
242,548
+23,772
| +11% | +$637K | 0.74% | 34 |
|
|
2022
Q4 | $5.67M | Buy |
218,776
+25,006
| +13% | +$648K | 0.71% | 37 |
|
|
2022
Q3 | $5.02M | Buy |
193,770
+25,190
| +15% | +$652K | 0.76% | 34 |
|
|
2022
Q2 | $4.7M | Sell |
168,580
-23,088
| -12% | -$644K | 0.73% | 36 |
|
|
2022
Q1 | $5.79M | Buy |
191,668
+16,320
| +9% | +$493K | 0.86% | 25 |
|
|
2021
Q4 | $5.51M | Buy |
175,348
+6,744
| +4% | +$212K | 0.83% | 26 |
|
|
2021
Q3 | $5.28M | Buy |
168,604
+8,984
| +6% | +$281K | 0.92% | 24 |
|
|
2021
Q2 | $4.99M | Buy |
159,620
+11,998
| +8% | +$375K | 0.96% | 17 |
|
|
2021
Q1 | $4.51M | Buy |
147,622
+14,396
| +11% | +$440K | 0.93% | 18 |
|
|
2020
Q4 | $4.14M | Buy |
133,226
+6,372
| +5% | +$198K | 0.98% | 18 |
|
|
2020
Q3 | $3.91M | Buy |
126,854
+18,234
| +17% | +$562K | 1.11% | 18 |
|
|
2020
Q2 | $3.26M | Buy |
+108,620
| New | +$3.26M | 0.95% | 23 |
|