Security Financial Services’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
2024
Q3
Sell
-39,910
Closed -$1.04M 174
2024
Q2
$1.04M Sell
39,910
-1,892
-5% -$48.9K 0.23% 67
2024
Q1
$1.09M Buy
41,802
+1,286
+3% +$33.4K 0.25% 67
2023
Q4
$1.06M Buy
40,516
+606
+2% +$15.4K 0.26% 64
2023
Q3
$1.01M Buy
+39,910
New +$1.03M 0.28% 64
2023
Q1
Sell
-10,358
Closed -$268K 141
2022
Q4
$268K Sell
10,358
-49,768
-83% -$1.3M 0.08% 123
2022
Q3
$1.56M Sell
60,126
-35,370
-37% -$983K 0.53% 42
2022
Q2
$2.66M Buy
95,496
+41,708
+78% +$1.21M 0.85% 33
2022
Q1
$1.63M Sell
53,788
-58,400
-52% -$1.79M 0.52% 41
2021
Q4
$3.53M Buy
+112,188
New +$3.53M 1.18% 23

Other funds holding SCHP