Topel & Distasi Wealth Management’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 | $439K | Hold |
16,466
| – | – | 0.23% | 47 |
|
|
2025
Q1 | $443K | Hold |
16,466
| – | – | 0.21% | 59 |
|
|
2024
Q4 | $425K | Hold |
16,466
| – | – | 0.18% | 62 |
|
|
2024
Q3 | $442K | Hold |
16,466
| – | – | 0.18% | 62 |
|
|
2024
Q2 | $428K | Hold |
16,466
| – | – | 0.19% | 61 |
|
|
2024
Q1 | $429K | Buy |
16,466
+8,354
| +103% | +$218K | 0.19% | 59 |
|
|
2023
Q4 | $212K | Buy |
+8,112
| New | +$212K | 0.1% | 71 |
|
|
2023
Q1 | – | Sell |
-42,306
| Closed | -$1.1M | – | 74 |
|
|
2022
Q4 | $1.1M | Hold |
42,306
| – | – | 0.61% | 37 |
|
|
2022
Q3 | $1.1M | Hold |
42,306
| – | – | 0.61% | 39 |
|
|
2022
Q2 | $1.18M | Hold |
42,306
| – | – | 0.68% | 35 |
|
|
2022
Q1 | $1.28M | Hold |
42,306
| – | – | 0.54% | 43 |
|
|
2021
Q4 | $1.33M | Buy |
+42,306
| New | +$1.33M | 0.54% | 43 |
|