United Capital Financial Advisors’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
Q3 | $210K | Buy |
|
|||||
|
2025
Q2 | $207K | Sell |
|
|||||
|
2025
Q1 | $246K | Buy |
|
|||||
|
2024
Q4 | $224K | Buy |
|
|||||
|
2024
Q3 | $220K | Sell |
|
|||||
|
2024
Q2 | $240K | Sell |
|
|||||
|
2024
Q1 | $290K | Sell |
|
|||||
|
2023
Q4 | $578K | Sell |
|
|||||
|
2023
Q3 | $687K | Sell |
|
|||||
|
2023
Q2 | $948K | Sell |
|
|||||
|
2023
Q1 | $1.38M | Sell |
|
|||||
|
2022
Q4 | $1.52M | Sell |
|
|||||
|
2022
Q3 | $2.31M | Sell |
|
|||||
|
2022
Q2 | $3.23M | Sell |
|
|||||
|
2022
Q1 | $4.38M | Sell |
|
|||||
|
2021
Q4 | $5.4M | Sell |
|
|||||
|
2021
Q3 | $5.6M | Sell |
|
|||||
|
2021
Q2 | $6.57M | Sell |
|
|||||
|
2021
Q1 | $6.6M | Sell |
|
|||||
|
2020
Q4 | $6.93M | Sell |
|
|||||
|
2020
Q3 | $7.11M | Buy |
|
|||||
|
2020
Q2 | $6.78M | Sell |
|
|||||
|
2020
Q1 | $10.4M | Sell |
|
|||||
|
2019
Q4 | $113M | Buy |
|
|||||
|
2019
Q3 | $110M | Buy |
|
|||||
|
2019
Q2 | $106M | Buy |
|
|||||
|
2019
Q1 | $102M | Buy |
|
|||||
|
2018
Q4 | $96.4M | Sell |
|
|||||
|
2018
Q3 | $98.8M | Buy |
|
|||||
|
2018
Q2 | $95.7M | Buy |
|
|||||
|
2018
Q1 | $89.8M | Buy |
|
|||||
|
2017
Q4 | $85.9M | Buy |
|
|||||
|
2017
Q3 | $83.9M | Buy |
|
|||||
|
2017
Q2 | $80.2M | Buy |
|
|||||
|
2017
Q1 | $76.8M | Buy |
|
|||||
|
2016
Q4 | $74.5M | Buy |
|
|||||
|
2016
Q3 | $76.3M | Sell |
|
|||||
|
2016
Q2 | $134M | Buy |
|
|||||
|
2016
Q1 | $119M | Buy |
|
|||||
|
2015
Q4 | $81.3M | Buy |
|
|||||
|
2015
Q3 | $74.9M | Buy |
|
|||||
|
2015
Q2 | $66.4M | Buy |
|
|||||
|
2015
Q1 | $58.5M | Buy |
|
|||||
|
2014
Q4 | $48.5M | Buy |
|
|||||
|
2014
Q3 | $17.6M | Buy |
|
|||||
|
2014
Q2 | $9.55M | Buy |
|
|||||
|
2014
Q1 | $3.98M | Buy |
|