SFPM
Sensible Financial Planning & Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6M | Buy |
3,021,995
+17,009
| +0.6% | +$454K | 15.31% | 1 |
|
|
2025
Q1 | $80.8M | Buy |
3,004,986
+69,465
| +2% | +$1.87M | 16.13% | 1 |
|
|
2024
Q4 | $75.8M | Buy |
2,935,521
+1,439,787
| +96% | +$37.2M | 15.72% | 1 |
|
|
2024
Q3 | $80.2M | Buy |
1,495,734
+25,392
| +2% | +$1.36M | 15.84% | 1 |
|
|
2024
Q2 | $76.5M | Buy |
1,470,342
+20,879
| +1% | +$1.09M | 16.52% | 1 |
|
|
2024
Q1 | $75.6M | Buy |
1,449,463
+67,407
| +5% | +$3.52M | 16.72% | 1 |
|
|
2023
Q4 | $72.1M | Sell |
1,382,056
-59,826
| -4% | -$3.12M | 16.92% | 1 |
|
|
2023
Q3 | $72.8M | Buy |
1,441,882
+39,312
| +3% | +$1.98M | 18.31% | 1 |
|
|
2023
Q2 | $73.5M | Sell |
1,402,570
-31,017
| -2% | -$1.63M | 17.27% | 1 |
|
|
2023
Q1 | $76.9M | Buy |
1,433,587
+38,324
| +3% | +$2.05M | 18.13% | 1 |
|
|
2022
Q4 | $72.3M | Buy |
1,395,263
+6,734
| +0.5% | +$349K | 17.95% | 1 |
|
|
2022
Q3 | $71.9M | Buy |
1,388,529
+132,659
| +11% | +$6.87M | 18.5% | 1 |
|
|
2022
Q2 | $70.1M | Buy |
1,255,870
+530,009
| +73% | +$29.6M | 17.68% | 1 |
|
|
2022
Q1 | $44.1M | Buy |
725,861
+483,557
| +200% | +$29.4M | 11.78% | 3 |
|
|
2021
Q4 | $15.2M | Buy |
242,304
+19,008
| +9% | +$1.2M | 4.33% | 6 |
|
|
2021
Q3 | $14M | Buy |
223,296
+13,955
| +7% | +$873K | 4.55% | 4 |
|
|
2021
Q2 | $13.1M | Buy |
209,341
+6,936
| +3% | +$434K | 4.42% | 5 |
|
|
2021
Q1 | $12.4M | Buy |
202,405
+10,775
| +6% | +$659K | 4.54% | 5 |
|
|
2020
Q4 | $11.9M | Buy |
191,630
+12,173
| +7% | +$756K | 4.43% | 5 |
|
|
2020
Q3 | $11.1M | Buy |
179,457
+7,535
| +4% | +$464K | 4.52% | 6 |
|
|
2020
Q2 | $10.3M | Buy |
171,922
+13,690
| +9% | +$822K | 4.43% | 7 |
|
|
2020
Q1 | $9.1M | Buy |
158,232
+3,868
| +3% | +$222K | 4.33% | 6 |
|
|
2019
Q4 | $8.74M | Buy |
154,364
+35,182
| +30% | +$1.99M | 3.68% | 7 |
|
|
2019
Q3 | $6.77M | Buy |
119,182
+51,853
| +77% | +$2.94M | 2.92% | 9 |
|
|
2019
Q2 | $3.79M | Buy |
67,329
+2,535
| +4% | +$143K | 1.62% | 12 |
|
|
2019
Q1 | $3.56M | Buy |
64,794
+965
| +2% | +$53.1K | 1.61% | 12 |
|
|
2018
Q4 | $3.4M | Buy |
63,829
+3,951
| +7% | +$210K | 1.65% | 12 |
|
|
2018
Q3 | $3.23M | Buy |
59,878
+2,808
| +5% | +$152K | 1.5% | 11 |
|
|
2018
Q2 | $3.13M | Buy |
57,070
+2,435
| +4% | +$134K | 1.49% | 11 |
|
|
2018
Q1 | $3M | Buy |
54,635
+3,479
| +7% | +$191K | 1.43% | 11 |
|
|
2017
Q4 | $2.84M | Sell |
51,156
-5,795
| -10% | -$321K | 1.45% | 11 |
|
|
2017
Q3 | $3.15M | Sell |
56,951
-6,536
| -10% | -$361K | 1.73% | 11 |
|
|
2017
Q2 | $3.5M | Buy |
63,487
+2,629
| +4% | +$145K | 2.19% | 9 |
|
|
2017
Q1 | $3.38M | Buy |
60,858
+5,487
| +10% | +$305K | 2.17% | 8 |
|
|
2016
Q4 | $3.04M | Buy |
55,371
+2,259
| +4% | +$124K | 2.1% | 8 |
|
|
2016
Q3 | $3.03M | Buy |
53,112
+3,439
| +7% | +$196K | 2.08% | 8 |
|
|
2016
Q2 | $2.81M | Buy |
49,673
+2,104
| +4% | +$119K | 1.96% | 9 |
|
|
2016
Q1 | $2.64M | Buy |
47,569
+3,198
| +7% | +$178K | 1.93% | 9 |
|
|
2015
Q4 | $2.36M | Buy |
44,371
+351
| +0.8% | +$18.6K | 1.79% | 10 |
|
|
2015
Q3 | $2.36M | Buy |
44,020
+944
| +2% | +$50.7K | 1.85% | 10 |
|
|
2015
Q2 | $2.34M | Buy |
43,076
+2,141
| +5% | +$116K | 1.92% | 10 |
|
|
2015
Q1 | $2.25M | Sell |
40,935
-328
| -0.8% | -$18K | 2.04% | 10 |
|
|
2014
Q4 | $2.24M | Sell |
41,263
-8,575
| -17% | -$465K | 2.29% | 11 |
|
|
2014
Q3 | $2.7M | Buy |
+49,838
| New | +$2.7M | 2.35% | 10 |
|