Aletheian Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $945K | Buy |
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