TrueWealth Advisors’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 | $1.36M | Sell |
50,901
-8,738
| -15% | -$233K | 0.4% | 52 |
|
|
2025
Q1 | $1.6M | Sell |
59,639
-7,742
| -11% | -$208K | 0.53% | 42 |
|
|
2024
Q4 | $1.74M | Sell |
67,381
-2,527
| -4% | -$65.3K | 0.58% | 39 |
|
|
2024
Q3 | $1.87M | Buy |
69,908
+632
| +0.9% | +$16.9K | 0.63% | 33 |
|
|
2024
Q2 | $1.8M | Sell |
69,276
-8,862
| -11% | -$230K | 0.67% | 32 |
|
|
2024
Q1 | $2.04M | Sell |
78,138
-3,868
| -5% | -$101K | 0.79% | 29 |
|
|
2023
Q4 | $2.14M | Sell |
82,006
-2,598
| -3% | -$67.8K | 0.83% | 27 |
|
|
2023
Q3 | $2.14M | Buy |
84,604
+3,276
| +4% | +$82.7K | 0.9% | 24 |
|
|
2023
Q2 | $2.13M | Buy |
81,328
+6,002
| +8% | +$157K | 0.88% | 26 |
|
|
2023
Q1 | $2.02M | Buy |
75,326
+16,038
| +27% | +$430K | 0.85% | 28 |
|
|
2022
Q4 | $1.54M | Buy |
59,288
+13,412
| +29% | +$347K | 0.67% | 33 |
|
|
2022
Q3 | $1.19M | Buy |
45,876
+25,484
| +125% | +$660K | 0.56% | 35 |
|
|
2022
Q2 | $569K | Buy |
+20,392
| New | +$569K | 0.26% | 79 |
|