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Silver Oak Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Silver Oak Securities’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85M Buy
107,255
+1,062
+1% +$28.3K 0.21% 104
2025
Q4 		$2.82M Buy
106,193
+2,386
+2% +$64K 0.19% 119
2025
Q3 		$2.8M Sell
103,807
-19,032
-15% -$509K 0.21% 109
2025
Q2 		$3.28M Buy
122,839
+19,172
+18% +$507K 0.27% 79
2025
Q1 		$2.78M Buy
103,667
+206
+0.2% +$5.42K 0.26% 84
2024
Q4 		$2.67M Sell
103,461
-12,599
-11% -$331K 0.25% 89
2024
Q3 		$3.11M Buy
116,060
+111,406
+2,394% +$2.94M 0.33% 68
2024
Q2 		$121K Sell
4,654
-14,774
-76% -$382K 0.02% 420
2024
Q1 		$507K Sell
19,428
-51,734
-73% -$1.34M 0.08% 231
2023
Q4 		$1.86M Buy
71,162
+68,374
+2,452% +$1.74M 0.25% 86
2023
Q3 		$70.4K Sell
2,788
-42,160
-94% -$1.09M 0.02% 361
2023
Q2 		$1.18M Buy
+44,948
New +$1.19M 0.19% 109
2022
Q4 		– Sell
-2,788
Closed -$70.4K – 451
2022
Q3 		$70.4K Sell
2,788
-4,724
-63% -$131K 0.02% 361
2022
Q2 		$213K Buy
7,512
+274
+4% +$7.95K 0.05% 252
2022
Q1 		$215K Buy
+7,238
New +$222K 0.04% 279

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MERSOM
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QCM
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SEI Investments
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return