Sound Income Strategies’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 | $45.2K | Sell |
1,692
-3,511
| -67% | -$93.7K | ﹤0.01% | 548 |
|
2025
Q1 | $140K | Buy |
5,203
+2,490
| +92% | +$67K | 0.01% | 345 |
|
2024
Q4 | $70.1K | Buy |
2,713
+1,951
| +256% | +$50.4K | ﹤0.01% | 405 |
|
2024
Q3 | $20.4K | Buy |
762
+450
| +144% | +$12.1K | ﹤0.01% | 631 |
|
2024
Q2 | $8.11K | Sell |
312
-62
| -17% | -$1.61K | ﹤0.01% | 815 |
|
2024
Q1 | $9.75K | Buy |
374
+2
| +0.5% | +$52 | ﹤0.01% | 758 |
|
2023
Q4 | $9.71K | Sell |
372
-240
| -39% | -$6.26K | ﹤0.01% | 739 |
|
2023
Q3 | $15.5K | Buy |
612
+152
| +33% | +$3.84K | ﹤0.01% | 487 |
|
2023
Q2 | $12.1K | Sell |
460
-982
| -68% | -$25.7K | ﹤0.01% | 537 |
|
2023
Q1 | $38.7K | Buy |
1,442
+722
| +100% | +$19.4K | ﹤0.01% | 313 |
|
2022
Q4 | $18.6K | Buy |
720
+514
| +250% | +$13.3K | ﹤0.01% | 404 |
|
2022
Q3 | $5K | Sell |
206
-280
| -58% | -$6.8K | ﹤0.01% | 594 |
|
2022
Q2 | $14K | Buy |
486
+184
| +61% | +$5.3K | ﹤0.01% | 413 |
|
2022
Q1 | $9K | Buy |
+302
| New | +$9K | ﹤0.01% | 498 |
|
2021
Q2 | – | Sell |
-1,472
| Closed | -$45K | – | 1010 |
|
2021
Q1 | $45K | Buy |
+1,472
| New | +$45K | 0.01% | 232 |
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 863 |
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 770 |
|