Williams Jones Wealth Management’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 |
-8,004
| Closed | -$215K | – | 524 |
|
|
2025
Q1 | $215K | Hold |
8,004
| – | – | ﹤0.01% | 457 |
|
|
2024
Q4 | $207K | Hold |
8,004
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $215K | Hold |
8,004
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $208K | Sell |
8,004
-52
| -0.6% | -$1.35K | ﹤0.01% | 477 |
|
|
2024
Q1 | $210K | Buy |
8,056
+100
| +1% | +$2.61K | ﹤0.01% | 492 |
|
|
2023
Q4 | $208K | Hold |
7,956
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $201K | Buy |
+7,956
| New | +$201K | ﹤0.01% | 498 |
|