Spire Wealth Management’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 | $264K | Sell |
9,899
-2,339
| -19% | -$62.4K | 0.01% | 689 |
|
|
2025
Q1 | $329K | Sell |
12,238
-206
| -2% | -$5.54K | 0.01% | 688 |
|
|
2024
Q4 | $321K | Sell |
12,444
-724
| -5% | -$18.7K | 0.01% | 685 |
|
|
2024
Q3 | $353K | Sell |
13,168
-10,516
| -44% | -$282K | 0.01% | 599 |
|
|
2024
Q2 | $616K | Buy |
23,684
+20,542
| +654% | +$534K | 0.02% | 443 |
|
|
2024
Q1 | $82K | Buy |
3,142
+848
| +37% | +$22.1K | ﹤0.01% | 1050 |
|
|
2023
Q4 | $59.6K | Sell |
2,294
-194
| -8% | -$5.04K | ﹤0.01% | 1153 |
|
|
2023
Q3 | $62.8K | Buy |
2,488
+176
| +8% | +$4.45K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $60.6K | Sell |
2,312
-3,616
| -61% | -$94.8K | ﹤0.01% | 1128 |
|
|
2023
Q1 | $159K | Sell |
5,928
-11,288
| -66% | -$303K | 0.01% | 802 |
|
|
2022
Q4 | $446K | Buy |
17,216
+6,606
| +62% | +$171K | 0.03% | 379 |
|
|
2022
Q3 | $275K | Sell |
10,610
-544
| -5% | -$14.1K | 0.02% | 457 |
|
|
2022
Q2 | $311K | Sell |
11,154
-37,738
| -77% | -$1.05M | 0.01% | 623 |
|
|
2022
Q1 | $1.51M | Buy |
48,892
+25,816
| +112% | +$797K | 0.04% | 315 |
|
|
2021
Q4 | $726K | Buy |
23,076
+502
| +2% | +$15.8K | 0.02% | 578 |
|
|
2021
Q3 | $706K | Sell |
22,574
-22
| -0.1% | -$688 | 0.02% | 496 |
|
|
2021
Q2 | $706K | Sell |
22,596
-1,642
| -7% | -$51.3K | 0.02% | 516 |
|
|
2021
Q1 | $741K | Buy |
+24,238
| New | +$741K | 0.02% | 540 |
|