Wealthspire Advisors (New York)’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 | $12M | Sell |
449,628
-496,336
| -52% | -$13.2M | 0.07% | 102 |
|
|
2025
Q1 | $25.4M | Buy |
945,964
+455,550
| +93% | +$12.2M | 0.15% | 70 |
|
|
2024
Q4 | $12.7M | Sell |
490,414
-1,824
| -0.4% | -$47.1K | 0.13% | 84 |
|
|
2024
Q3 | $13.2M | Sell |
492,238
-13,128
| -3% | -$352K | 0.13% | 81 |
|
|
2024
Q2 | $13.1M | Buy |
505,366
+141,458
| +39% | +$3.68M | 0.17% | 64 |
|
|
2024
Q1 | $9.49M | Sell |
363,908
-39,336
| -10% | -$1.03M | 0.13% | 79 |
|
|
2023
Q4 | $10.5M | Sell |
403,244
-113,780
| -22% | -$2.97M | 0.15% | 68 |
|
|
2023
Q3 | $13.1M | Sell |
517,024
-75,596
| -13% | -$1.91M | 0.22% | 55 |
|
|
2023
Q2 | $15.5M | Buy |
592,620
+2,502
| +0.4% | +$65.6K | 0.25% | 53 |
|
|
2023
Q1 | $15.8M | Sell |
590,118
-18,902
| -3% | -$507K | 0.27% | 52 |
|
|
2022
Q4 | $15.8M | Buy |
609,020
+134,472
| +28% | +$3.48M | 0.29% | 51 |
|
|
2022
Q3 | $12.3M | Sell |
474,548
-23,700
| -5% | -$614K | 0.26% | 56 |
|
|
2022
Q2 | $13.9M | Buy |
498,248
+151,234
| +44% | +$4.22M | 0.29% | 51 |
|
|
2022
Q1 | $10.5M | Buy |
347,014
+38,422
| +12% | +$1.17M | 0.24% | 47 |
|
|
2021
Q4 | $9.7M | Buy |
308,592
+21,966
| +8% | +$691K | 0.21% | 47 |
|
|
2021
Q3 | $8.97M | Sell |
286,626
-6,190
| -2% | -$194K | 0.19% | 62 |
|
|
2021
Q2 | $9.15M | Sell |
292,816
-40,558
| -12% | -$1.27M | 0.24% | 50 |
|
|
2021
Q1 | $10.2M | Sell |
333,374
-27,792
| -8% | -$850K | 0.24% | 52 |
|
|
2020
Q4 | $11.2M | Buy |
+361,166
| New | +$11.2M | 0.33% | 42 |
|
|
2020
Q2 | – | Sell |
-213,486
| Closed | -$6.14M | – | 484 |
|
|
2020
Q1 | $6.14M | Buy |
+213,486
| New | +$6.14M | 0.26% | 56 |
|