Theory Financial’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.09M | Buy |
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|
2025
Q2 | $7.74M | Buy |
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|
2025
Q1 | $6.66M | Buy |
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|
2024
Q4 | $6.26M | Sell |
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|
2024
Q3 | $6.08M | Buy |
|
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|
2024
Q2 | $5.79M | Sell |
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|
2024
Q1 | $6.19M | Sell |
|
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|
2023
Q4 | $6.45M | Sell |
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|
2023
Q3 | $6.25M | Sell |
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|
2023
Q2 | $6.65M | Sell |
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|
2023
Q1 | $7.21M | Buy |
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|
2022
Q4 | $6.44M | Buy |
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|
2022
Q2 | $6.52M | Sell |
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|
2022
Q1 | $12.4M | Sell |
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|
2021
Q4 | $13.5M | Buy |
|