Upper Left Wealth 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 | $3.77M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.46M | Sell |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.63M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $3.46M | Sell |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $3.34M | Sell |
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|
2022
Q2 | $4.26M | Sell |
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|
2022
Q1 | $4.99M | Buy |
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|
2021
Q4 | $5.19M | Buy |
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