World Investment Advisors’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
Q1 | – | Sell |
-12,831
| Closed | -$331K | – | 1097 |
|
|
2024
Q4 | $331K | Sell |
12,831
-5,281
| -29% | -$136K | 0.01% | 787 |
|
|
2024
Q3 | $483K | Sell |
18,112
-19,220
| -51% | -$513K | 0.02% | 598 |
|
|
2024
Q2 | $971K | Buy |
+37,332
| New | +$971K | 0.06% | 279 |
|
|
2022
Q4 | – | Sell |
-22,874
| Closed | -$592K | – | 267 |
|
|
2022
Q3 | $592K | Buy |
22,874
+588
| +3% | +$15.2K | 0.14% | 116 |
|
|
2022
Q2 | $640K | Sell |
22,286
-134
| -0.6% | -$3.85K | 0.13% | 122 |
|
|
2022
Q1 | $681K | Sell |
22,420
-318
| -1% | -$9.66K | 0.14% | 119 |
|
|
2021
Q4 | $681K | Buy |
22,738
+15,998
| +237% | +$479K | 0.14% | 115 |
|
|
2021
Q3 | $211K | Sell |
6,740
-262
| -4% | -$8.2K | 0.05% | 236 |
|
|
2021
Q2 | $219K | Buy |
7,002
+238
| +4% | +$7.44K | 0.05% | 227 |
|
|
2021
Q1 | $210K | Buy |
6,764
+218
| +3% | +$6.77K | 0.05% | 213 |
|
|
2020
Q4 | $203K | Buy |
+6,546
| New | +$203K | 0.05% | 220 |
|