Topel & Distasi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $436K | Hold |
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|
2025
Q3 | $444K | Hold |
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|
2025
Q2 | $439K | Hold |
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|
2025
Q1 | $443K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.18M | Hold |
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|
2022
Q1 | $1.28M | Hold |
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|
2021
Q4 | $1.33M | Buy |
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