1IA
1620 Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.37M | Buy |
88,972
+1,864
| +2% | +$49.7K | 1.68% | 9 |
|
2025
Q1 | $2.34M | Buy |
87,108
+3,025
| +4% | +$81.3K | 1.79% | 8 |
|
2024
Q4 | $2.17M | Buy |
84,083
+47,721
| +131% | +$1.23M | 1.65% | 9 |
|
2024
Q3 | $1.95M | Sell |
36,362
-122
| -0.3% | -$6.54K | 1.41% | 14 |
|
2024
Q2 | $1.9M | Buy |
36,484
+659
| +2% | +$34.3K | 1.45% | 13 |
|
2024
Q1 | $1.87M | Buy |
+35,825
| New | +$1.87M | 1.88% | 10 |
|