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