Trajan Wealth’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 | $7.43M | Buy |
278,334
+12,400
| +5% | +$331K | 0.36% | 56 |
|
|
2025
Q1 | $7.15M | Buy |
265,934
+5,593
| +2% | +$150K | 0.39% | 57 |
|
|
2024
Q4 | $6.72M | Buy |
260,341
+1,881
| +0.7% | +$48.6K | 0.37% | 59 |
|
|
2024
Q3 | $6.93M | Buy |
258,460
+50,506
| +24% | +$1.35M | 0.41% | 58 |
|
|
2024
Q2 | $5.41M | Buy |
207,954
+31,802
| +18% | +$827K | 0.35% | 60 |
|
|
2024
Q1 | $4.59M | Buy |
+176,152
| New | +$4.59M | 0.31% | 73 |
|