Tran Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $495K | Hold |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $498K | Hold |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $1.35M | Hold |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.5M | Hold |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $2.08M | Sell |
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|
2020
Q1 | $2.05M | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $1.85M | Hold |
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|
2019
Q1 | $1.8M | Hold |
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|
2018
Q4 | $1.75M | Buy |
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