RFS
Richardson Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
9,431
+2,530
| +37% | +$67.2K | 0.17% | 134 |
|
|
2025
Q1 | $186K | Buy |
6,901
+1,128
| +20% | +$30.3K | 0.14% | 143 |
|
|
2024
Q4 | $149K | Buy |
5,773
+2,468
| +75% | +$63.7K | 0.1% | 167 |
|
|
2024
Q3 | $172K | Hold |
3,305
| – | – | 0.11% | 162 |
|
|
2024
Q2 | $172K | Sell |
3,305
-113
| -3% | -$5.88K | 0.12% | 153 |
|
|
2024
Q1 | $178K | Buy |
3,418
+842
| +33% | +$43.9K | 0.13% | 153 |
|
|
2023
Q4 | $134K | Buy |
+2,576
| New | +$134K | 0.12% | 156 |
|