Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2M | Buy |
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