Signature Estate & Investment 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 | $2M | Buy |
74,786
+733
| +1% | +$19.6K | 0.05% | 151 |
|
2025
Q1 | $1.99M | Buy |
74,053
+32,234
| +77% | +$867K | 0.05% | 141 |
|
2024
Q4 | $1.08M | Buy |
41,819
+14,131
| +51% | +$365K | 0.03% | 202 |
|
2024
Q3 | $742K | Sell |
27,688
-754
| -3% | -$20.2K | 0.02% | 243 |
|
2024
Q2 | $740K | Buy |
28,442
+16,792
| +144% | +$437K | 0.02% | 242 |
|
2024
Q1 | $304K | Buy |
+11,650
| New | +$304K | 0.01% | 140 |
|