SFS
Summit Financial Strategies’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
109,652
+2,659
| +2% | +$70.9K | 0.27% | 37 |
|
|
2025
Q1 | $2.88M | Buy |
106,993
+12,310
| +13% | +$331K | 0.29% | 32 |
|
|
2024
Q4 | $2.45M | Buy |
94,683
+51,452
| +119% | +$1.33M | 0.27% | 35 |
|
|
2024
Q3 | $2.32M | Buy |
43,231
+1,977
| +5% | +$106K | 0.26% | 35 |
|
|
2024
Q2 | $2.15M | Buy |
41,254
+3,412
| +9% | +$177K | 0.27% | 35 |
|
|
2024
Q1 | $1.97M | Buy |
37,842
+1,924
| +5% | +$100K | 0.28% | 34 |
|
|
2023
Q4 | $1.87M | Buy |
35,918
+30,235
| +532% | +$1.58M | 0.29% | 33 |
|
|
2023
Q3 | $287K | Buy |
5,683
+810
| +17% | +$40.9K | 0.05% | 100 |
|
|
2023
Q2 | $255K | Buy |
4,873
+482
| +11% | +$25.3K | 0.05% | 104 |
|
|
2023
Q1 | $235K | Buy |
+4,391
| New | +$235K | 0.05% | 108 |
|
|
2022
Q3 | – | Sell |
-3,992
| Closed | -$223K | – | 123 |
|
|
2022
Q2 | $223K | Sell |
3,992
-249
| -6% | -$13.9K | 0.05% | 108 |
|
|
2022
Q1 | $257K | Buy |
4,241
+13
| +0.3% | +$788 | 0.05% | 95 |
|
|
2021
Q4 | $266K | Buy |
4,228
+390
| +10% | +$24.5K | 0.05% | 99 |
|
|
2021
Q3 | $240K | Buy |
3,838
+298
| +8% | +$18.6K | 0.05% | 103 |
|
|
2021
Q2 | $221K | Sell |
3,540
-81
| -2% | -$5.06K | 0.04% | 110 |
|
|
2021
Q1 | $221K | Buy |
+3,621
| New | +$221K | 0.08% | 64 |
|