Valmark Advisers’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 | $5.83M | Sell |
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2025
Q1 | $5.99M | Sell |
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2024
Q4 | $5.95M | Sell |
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2024
Q3 | $6.4M | Sell |
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2024
Q2 | $6.27M | Sell |
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2024
Q1 | $6.35M | Sell |
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2023
Q4 | $6.36M | Sell |
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2023
Q3 | $6.15M | Buy |
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2023
Q2 | $6.2M | Sell |
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2023
Q1 | $6.4M | Sell |
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2022
Q4 | $6.2M | Sell |
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2022
Q3 | $6.25M | Sell |
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2022
Q2 | $12.3M | Buy |
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2022
Q1 | $7.98M | Buy |
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2021
Q4 | $7.85M | Buy |
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2021
Q3 | $6.89M | Buy |
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2021
Q2 | $5.94M | Buy |
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2021
Q1 | $4.96M | Buy |
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2020
Q4 | $3.98M | Buy |
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2020
Q3 | $2.98M | Buy |
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2020
Q2 | $2.42M | Buy |
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2020
Q1 | $1.96M | Buy |
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2019
Q4 | $1.85M | Buy |
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2019
Q3 | $1.71M | Buy |
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2019
Q2 | $1.6M | Buy |
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2019
Q1 | $1.46M | Buy |
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2018
Q4 | $1.02M | Buy |
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2018
Q3 | $931K | Buy |
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2018
Q2 | $689K | Buy |
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2018
Q1 | $509K | Buy |
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2017
Q4 | $304K | Buy |
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