AWA
Aletheian Wealth 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 | $2.09M | Buy |
78,473
+8,292
| +12% | +$221K | 1.03% | 23 |
|
|
2025
Q1 | $1.89M | Buy |
70,181
+2,675
| +4% | +$71.9K | 1.06% | 21 |
|
|
2024
Q4 | $1.74M | Buy |
67,506
+34,333
| +103% | +$887K | 1.03% | 24 |
|
|
2024
Q3 | $1.78M | Buy |
33,173
+1,354
| +4% | +$72.6K | 1.04% | 22 |
|
|
2024
Q2 | $1.65M | Buy |
31,819
+640
| +2% | +$33.3K | 0.87% | 28 |
|
|
2024
Q1 | $1.63M | Buy |
31,179
+2,355
| +8% | +$123K | 0.88% | 28 |
|
|
2023
Q4 | $1.5M | Buy |
28,824
+5,645
| +24% | +$295K | 1% | 26 |
|
|
2023
Q3 | $1.17M | Sell |
23,179
-1,018
| -4% | -$51.4K | 0.9% | 31 |
|
|
2023
Q2 | $1.27M | Buy |
24,197
+463
| +2% | +$24.3K | 0.87% | 32 |
|
|
2023
Q1 | $1.27M | Sell |
23,734
-45,823
| -66% | -$2.46M | 1.12% | 22 |
|
|
2022
Q4 | $3.6M | Buy |
69,557
+11,600
| +20% | +$601K | 3.11% | 8 |
|
|
2022
Q3 | $3M | Sell |
57,957
-901
| -2% | -$46.7K | 3.41% | 7 |
|
|
2022
Q2 | $3.28M | Sell |
58,858
-13,837
| -19% | -$772K | 3.34% | 7 |
|
|
2022
Q1 | $4.41M | Buy |
72,695
+57,674
| +384% | +$3.5M | 4.19% | 6 |
|
|
2021
Q4 | $945K | Buy |
+15,021
| New | +$945K | 0.93% | 24 |
|