Waverly 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 | $5.16M | Sell |
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|
2025
Q2 | $5.25M | Sell |
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|
2025
Q1 | $5.4M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $5.53M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $568K | Sell |
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|
2017
Q1 | $587K | Buy |
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|
2016
Q4 | $527K | Buy |
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|
2016
Q3 | $538K | Buy |
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|
2016
Q2 | $527K | Buy |
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|
2016
Q1 | $512K | Buy |
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|
2015
Q4 | $242K | Buy |
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|
2015
Q3 | $243K | Buy |
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|
2015
Q2 | $242K | Buy |
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|
2015
Q1 | $243K | Buy |
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|
2014
Q4 | $234K | Sell |
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|
2014
Q3 | $237K | Buy |
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|
2014
Q2 | $240K | Sell |
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|
2014
Q1 | $235K | Sell |
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|
2013
Q4 | $250K | Sell |
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|
2013
Q3 | $272K | Sell |
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|
2013
Q2 | $286K | Buy |
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