Strategic Financial Planning’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 | $1.36M | Buy |
50,889
+2,478
| +5% | +$66.1K | 0.85% | 22 |
|
|
2025
Q1 | $1.3M | Sell |
48,411
-1,739
| -3% | -$46.8K | 0.9% | 22 |
|
|
2024
Q4 | $1.3M | Buy |
50,150
+2,078
| +4% | +$53.7K | 0.88% | 22 |
|
|
2024
Q3 | $1.29M | Buy |
48,072
+3,422
| +8% | +$91.8K | 0.85% | 22 |
|
|
2024
Q2 | $1.16M | Buy |
44,650
+6,144
| +16% | +$160K | 0.84% | 21 |
|
|
2024
Q1 | $1M | Sell |
38,506
-6,130
| -14% | -$160K | 0.75% | 21 |
|
|
2023
Q4 | $1.17M | Buy |
44,636
+3,344
| +8% | +$87.3K | 0.91% | 21 |
|
|
2023
Q3 | $1.04M | Buy |
41,292
+3,606
| +10% | +$91K | 0.96% | 22 |
|
|
2023
Q2 | $988K | Sell |
37,686
-8,266
| -18% | -$217K | 0.87% | 22 |
|
|
2023
Q1 | $1.23M | Sell |
45,952
-1,316
| -3% | -$35.3K | 1.13% | 21 |
|
|
2022
Q4 | $1.22M | Sell |
47,268
-6,324
| -12% | -$164K | 1.19% | 21 |
|
|
2022
Q3 | $1.39M | Buy |
53,592
+806
| +2% | +$20.9K | 1.45% | 18 |
|
|
2022
Q2 | $1.47M | Sell |
52,786
-194
| -0.4% | -$5.41K | 1.42% | 19 |
|
|
2022
Q1 | $1.61M | Sell |
52,980
-4,240
| -7% | -$129K | 1.34% | 19 |
|
|
2021
Q4 | $1.8M | Sell |
57,220
-1,894
| -3% | -$59.5K | 1.29% | 19 |
|
|
2021
Q3 | $1.85M | Buy |
59,114
+832
| +1% | +$26K | 1.35% | 18 |
|
|
2021
Q2 | $1.82M | Buy |
58,282
+1,692
| +3% | +$52.9K | 1.31% | 18 |
|
|
2021
Q1 | $1.73M | Buy |
56,590
+9,716
| +21% | +$297K | 1.29% | 19 |
|
|
2020
Q4 | $1.46M | Buy |
46,874
+2,298
| +5% | +$71.3K | 1.28% | 18 |
|
|
2020
Q3 | $1.37M | Sell |
44,576
-736
| -2% | -$22.7K | 1.43% | 18 |
|
|
2020
Q2 | $1.36M | Sell |
45,312
-3,766
| -8% | -$113K | 1.51% | 19 |
|
|
2020
Q1 | $1.41M | Sell |
49,078
-12,008
| -20% | -$345K | 1.87% | 14 |
|
|
2019
Q4 | $1.73M | Buy |
+61,086
| New | +$1.73M | 1.68% | 15 |
|