AFFA
ALM First Financial 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 | $12.7M | Hold |
475,034
| – | – | 2.74% | 11 |
|
|
2025
Q1 | $12.8M | Buy |
475,034
+27,162
| +6% | +$730K | 2.92% | 9 |
|
|
2024
Q4 | $11.6M | Buy |
447,872
+260,001
| +138% | +$6.72M | 2.73% | 8 |
|
|
2024
Q3 | $10.1M | Buy |
187,871
+17,871
| +11% | +$958K | 2.5% | 13 |
|
|
2024
Q2 | $8.84M | Hold |
170,000
| – | – | 2.54% | 8 |
|
|
2024
Q1 | $8.87M | Hold |
170,000
| – | – | 2.46% | 9 |
|
|
2023
Q4 | $8.87M | Hold |
170,000
| – | – | 2.59% | 9 |
|
|
2023
Q3 | $8.58M | Hold |
170,000
| – | – | 2.57% | 9 |
|
|
2023
Q2 | $8.91M | Hold |
170,000
| – | – | 2.62% | 9 |
|
|
2023
Q1 | $9.11M | Hold |
170,000
| – | – | 2.84% | 9 |
|
|
2022
Q4 | $8.8M | Buy |
+170,000
| New | +$8.8M | 2.82% | 9 |
|