Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,343
| Closed | -$386K | – | 139 |
|
|
2025
Q1 | $386K | Buy |
14,343
+588
| +4% | +$15.8K | 0.25% | 84 |
|
|
2024
Q4 | $355K | Sell |
13,755
-509
| -4% | -$13.1K | 0.23% | 97 |
|
|
2024
Q3 | $382K | Buy |
14,264
+960
| +7% | +$25.7K | 0.26% | 94 |
|
|
2024
Q2 | $346K | Buy |
13,304
+2,804
| +27% | +$72.9K | 0.25% | 102 |
|
|
2024
Q1 | $274K | Buy |
+10,500
| New | +$274K | 0.21% | 119 |
|