AFA
American 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 | $1.67M | Sell |
62,634
-250
| -0.4% | -$6.67K | 0.23% | 47 |
|
|
2025
Q1 | $1.69M | Sell |
62,884
-956
| -1% | -$25.7K | 0.25% | 44 |
|
|
2024
Q4 | $1.65M | Buy |
63,840
+27,918
| +78% | +$721K | 0.23% | 46 |
|
|
2024
Q3 | $1.93M | Sell |
35,922
-2,403
| -6% | -$129K | 0.26% | 44 |
|
|
2024
Q2 | $1.99M | Sell |
38,325
-5,546
| -13% | -$288K | 0.28% | 44 |
|
|
2024
Q1 | $2.29M | Sell |
43,871
-6,379
| -13% | -$333K | 0.32% | 39 |
|
|
2023
Q4 | $2.62M | Sell |
50,250
-11,580
| -19% | -$604K | 0.39% | 36 |
|
|
2023
Q3 | $3.12M | Sell |
61,830
-17,940
| -22% | -$906K | 0.49% | 34 |
|
|
2023
Q2 | $4.18M | Sell |
79,770
-187,621
| -70% | -$9.84M | 0.65% | 31 |
|
|
2023
Q1 | $14.3M | Sell |
267,391
-21,046
| -7% | -$1.13M | 2.33% | 15 |
|
|
2022
Q4 | $14.9M | Sell |
288,437
-9,700
| -3% | -$502K | 2.53% | 14 |
|
|
2022
Q3 | $15.4M | Sell |
298,137
-7,114
| -2% | -$368K | 2.67% | 14 |
|
|
2022
Q2 | $17M | Sell |
305,251
-3,617
| -1% | -$202K | 4.52% | 9 |
|
|
2022
Q1 | $18.8M | Sell |
308,868
-1,774
| -0.6% | -$108K | 2.6% | 15 |
|
|
2021
Q4 | $19.5M | Buy |
310,642
+20,613
| +7% | +$1.3M | 2.48% | 17 |
|
|
2021
Q3 | $18.2M | Buy |
290,029
+19,967
| +7% | +$1.25M | 2.42% | 19 |
|
|
2021
Q2 | $16.9M | Buy |
270,062
+42,690
| +19% | +$2.67M | 2.32% | 19 |
|
|
2021
Q1 | $13.9M | Buy |
227,372
+213,662
| +1,558% | +$13.1M | 2.07% | 20 |
|
|
2020
Q4 | $851K | Buy |
+13,710
| New | +$851K | 0.12% | 61 |
|