Toth Financial Advisory’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 | $42K | Sell |
1,576
-1,030
| -40% | -$27.5K | ﹤0.01% | 331 |
|
|
2025
Q1 | $70.1K | Hold |
2,606
| – | – | 0.01% | 261 |
|
|
2024
Q4 | $67.3K | Hold |
2,606
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $69.9K | Sell |
2,606
-20
| -0.8% | -$536 | 0.01% | 257 |
|
|
2024
Q2 | $68.3K | Hold |
2,626
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $68.5K | Sell |
2,626
-1,304
| -33% | -$34K | 0.01% | 265 |
|
|
2023
Q4 | $103K | Sell |
3,930
-700
| -15% | -$18.3K | 0.01% | 234 |
|
|
2023
Q3 | $117K | Buy |
4,630
+30
| +0.7% | +$757 | 0.02% | 216 |
|
|
2023
Q2 | $121K | Sell |
4,600
-740
| -14% | -$19.4K | 0.02% | 218 |
|
|
2023
Q1 | $143K | Sell |
5,340
-1,720
| -24% | -$46.1K | 0.02% | 205 |
|
|
2022
Q4 | $183K | Sell |
7,060
-100
| -1% | -$2.59K | 0.03% | 191 |
|
|
2022
Q3 | $185K | Sell |
7,160
-1,080
| -13% | -$27.9K | 0.03% | 170 |
|
|
2022
Q2 | $230K | Sell |
8,240
-768
| -9% | -$21.4K | 0.04% | 171 |
|
|
2022
Q1 | $273K | Buy |
9,008
+738
| +9% | +$22.4K | 0.04% | 176 |
|
|
2021
Q4 | $260K | Buy |
8,270
+1,412
| +21% | +$44.4K | 0.04% | 189 |
|
|
2021
Q3 | $215K | Buy |
6,858
+1,384
| +25% | +$43.4K | 0.03% | 195 |
|
|
2021
Q2 | $171K | Buy |
5,474
+1,800
| +49% | +$56.2K | 0.03% | 185 |
|
|
2021
Q1 | $112K | Sell |
3,674
-756
| -17% | -$23K | 0.02% | 226 |
|
|
2020
Q4 | $138K | Buy |
4,430
+298
| +7% | +$9.28K | 0.02% | 202 |
|
|
2020
Q3 | $127K | Buy |
4,132
+2,082
| +102% | +$64K | 0.02% | 200 |
|
|
2020
Q2 | $62K | Buy |
2,050
+20
| +1% | +$605 | 0.01% | 214 |
|
|
2020
Q1 | $58K | Buy |
2,030
+534
| +36% | +$15.3K | 0.02% | 172 |
|
|
2019
Q4 | $42K | Buy |
1,496
+488
| +48% | +$13.7K | 0.01% | 221 |
|
|
2019
Q3 | $29K | Buy |
1,008
+92
| +10% | +$2.65K | 0.01% | 250 |
|
|
2019
Q2 | $26K | Hold |
916
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $25K | Hold |
916
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $24K | Sell |
916
-6,980
| -88% | -$183K | 0.01% | 226 |
|
|
2018
Q3 | $213K | Buy |
7,896
+200
| +3% | +$5.4K | 0.05% | 151 |
|
|
2018
Q2 | $211K | Sell |
7,696
-140
| -2% | -$3.84K | 0.05% | 146 |
|
|
2018
Q1 | $215K | Sell |
7,836
-424
| -5% | -$11.6K | 0.05% | 148 |
|
|
2017
Q4 | $229K | Buy |
+8,260
| New | +$229K | 0.05% | 142 |
|