Steward Partners Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Steward Partners Investment Advisory’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.94M	Buy	222,649 +7,055	+3%	+$188K	0.05%	378
2025 Q1	$5.8M	Buy	215,594 +1,241	+0.6%	+$33.4K	0.05%	353
2024 Q4	$5.54M	Sell	214,353 -14,897	-6%	-$385K	0.05%	349
2024 Q3	$6.15M	Buy	229,250 +1,180	+0.5%	+$31.6K	0.06%	319
2024 Q2	$5.93M	Sell	228,070 -319,026	-58%	-$8.3M	0.06%	300
2024 Q1	$14.3M	Buy	547,096 +84,714	+18%	+$2.21M	0.16%	132
2023 Q4	$12.1M	Sell	462,382 -51,796	-10%	-$1.35M	0.16%	138
2023 Q3	$13M	Sell	514,178 -15,218	-3%	-$384K	0.2%	112
2023 Q2	$13.9M	Buy	529,396 +80,270	+18%	+$2.1M	0.21%	103
2023 Q1	$12M	Buy	449,126 +75,814	+20%	+$2.03M	0.19%	119
2022 Q4	$9.67M	Buy	373,312 +18,156	+5%	+$470K	0.16%	145
2022 Q3	$9.2M	Buy	355,156 +154,382	+77%	+$4M	0.17%	140
2022 Q2	$5.6M	Sell	200,774 -10,484	-5%	-$293K	0.1%	218
2022 Q1	$6.41M	Buy	211,258 +66,778	+46%	+$2.03M	0.1%	217
2021 Q4	$4.54M	Buy	144,480 +24,830	+21%	+$781K	0.07%	288
2021 Q3	$3.74M	Buy	119,650 +4,680	+4%	+$146K	0.06%	303
2021 Q2	$3.59M	Sell	114,970 -73,194	-39%	-$2.29M	0.06%	312
2021 Q1	$5.75M	Buy	188,164 +70,000	+59%	+$2.14M	0.1%	214
2020 Q4	$3.67M	Buy	118,164 +4,722	+4%	+$147K	0.08%	254
2020 Q3	$3.5M	Sell	113,442 -7,868	-6%	-$242K	0.09%	232
2020 Q2	$3.64M	Buy	121,310 +27,700	+30%	+$831K	0.1%	209
2020 Q1	$2.69M	Sell	93,610 -50,728	-35%	-$1.46M	0.1%	220
2019 Q4	$4.09M	Buy	144,338 +9,374	+7%	+$265K	0.12%	183
2019 Q3	$3.83M	Buy	134,964 +52,804	+64%	+$1.5M	0.13%	171
2019 Q2	$2.31M	Buy	82,160 +15,374	+23%	+$433K	0.08%	236
2019 Q1	$1.84M	Buy	66,786 +23,446	+54%	+$645K	0.08%	249
2018 Q4	$1.15M	Buy	43,340 +42,534	+5,277%	+$1.13M	0.06%	308
2018 Q3	$22K	Buy	806 +48	+6%	+$1.31K	﹤0.01%	1519
2018 Q2	$21K	Buy	+758	New	+$21K	﹤0.01%	1454