TFP
Tilia Fiduciary Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
12,116
-1,266
| -9% | -$33.8K | 0.2% | 94 |
|
|
2025
Q1 | $360K | Sell |
13,382
-2,647
| -17% | -$71.2K | 0.24% | 88 |
|
|
2024
Q4 | $414K | Buy |
16,029
+7,635
| +91% | +$197K | 0.28% | 79 |
|
|
2024
Q3 | $450K | Sell |
8,394
-2,033
| -19% | -$109K | 0.31% | 74 |
|
|
2024
Q2 | $542K | Sell |
10,427
-1,233
| -11% | -$64.1K | 0.42% | 61 |
|
|
2024
Q1 | $608K | Sell |
11,660
-7,898
| -40% | -$412K | 0.49% | 59 |
|
|
2023
Q4 | $1.02M | Sell |
19,558
-12,330
| -39% | -$644K | 0.95% | 44 |
|
|
2023
Q3 | $1.61M | Sell |
31,888
-5,630
| -15% | -$284K | 1.68% | 16 |
|
|
2023
Q2 | $1.97M | Sell |
37,518
-7,534
| -17% | -$395K | 1.76% | 9 |
|
|
2023
Q1 | $2.42M | Sell |
45,052
-4,523
| -9% | -$242K | 2.3% | 4 |
|
|
2022
Q4 | $2.57M | Sell |
49,575
-7,020
| -12% | -$364K | 2.47% | 4 |
|
|
2022
Q3 | $2.94M | Sell |
56,595
-14,751
| -21% | -$766K | 2.97% | 4 |
|
|
2022
Q2 | $3.97M | Sell |
71,346
-4,064
| -5% | -$226K | 3.79% | 3 |
|
|
2022
Q1 | $4.58M | Sell |
75,410
-2,377
| -3% | -$144K | 3.88% | 3 |
|
|
2021
Q4 | $4.89M | Buy |
+77,787
| New | +$4.89M | 3.93% | 3 |
|