Sequoia Financial 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 | $243K | Sell |
9,118
-1,345
| -13% | -$35.9K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $281K | Sell |
10,463
-50,910
| -83% | -$1.37M | ﹤0.01% | 1083 |
|
|
2024
Q4 | $1.59M | Buy |
61,373
+151
| +0.2% | +$3.9K | 0.02% | 464 |
|
|
2024
Q3 | $1.64M | Sell |
61,222
-418
| -0.7% | -$11.2K | 0.02% | 419 |
|
|
2024
Q2 | $1.6M | Sell |
61,640
-696
| -1% | -$18.1K | 0.02% | 374 |
|
|
2024
Q1 | $1.63M | Sell |
62,336
-582
| -0.9% | -$15.2K | 0.02% | 364 |
|
|
2023
Q4 | $1.64M | Sell |
62,918
-2,404
| -4% | -$62.7K | 0.02% | 405 |
|
|
2023
Q3 | $1.65M | Sell |
65,322
-568
| -0.9% | -$14.3K | 0.03% | 251 |
|
|
2023
Q2 | $1.73M | Sell |
65,890
-5,264
| -7% | -$138K | 0.03% | 261 |
|
|
2023
Q1 | $1.91M | Buy |
71,154
+422
| +0.6% | +$11.3K | 0.04% | 218 |
|
|
2022
Q4 | $1.83M | Sell |
70,732
-1,380
| -2% | -$35.7K | 0.05% | 209 |
|
|
2022
Q3 | $1.87M | Sell |
72,112
-2,744
| -4% | -$71.1K | 0.06% | 158 |
|
|
2022
Q2 | $2.09M | Buy |
74,856
+2,190
| +3% | +$61.1K | 0.06% | 171 |
|
|
2022
Q1 | $2.21M | Buy |
72,666
+9,176
| +14% | +$279K | 0.06% | 184 |
|
|
2021
Q4 | $2M | Buy |
+63,490
| New | +$2M | 0.05% | 180 |
|