Walkner Condon 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
Q2 | $508K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $2.7M | Sell |
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|
2022
Q2 | $3.32M | Sell |
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|
2022
Q1 | $3.85M | Sell |
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|
2021
Q4 | $5.69M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.91M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2020
Q3 | $2.15M | Buy |
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