AAS
Asset Allocation Strategies’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
27,858
-10,139
| -27% | -$271K | 0.16% | 91 |
|
|
2025
Q1 | $1.02M | Buy |
37,997
+810
| +2% | +$21.8K | 0.25% | 79 |
|
|
2024
Q4 | $971K | Buy |
37,187
+22,901
| +160% | +$598K | 0.23% | 77 |
|
|
2024
Q3 | $766K | Buy |
14,286
+5,793
| +68% | +$311K | 0.22% | 74 |
|
|
2024
Q2 | $441K | Buy |
8,493
+3,062
| +56% | +$159K | 0.15% | 58 |
|
|
2024
Q1 | $283K | Buy |
+5,431
| New | +$283K | 0.1% | 61 |
|
|
2023
Q4 | – | Sell |
-11,487
| Closed | -$580K | – | 69 |
|
|
2023
Q3 | $580K | Buy |
11,487
+523
| +5% | +$26.4K | 0.27% | 43 |
|
|
2023
Q2 | $575K | Buy |
+10,964
| New | +$575K | 0.27% | 42 |
|
|
2023
Q1 | – | Sell |
-6,600
| Closed | -$342K | – | 48 |
|
|
2022
Q4 | $342K | Buy |
+6,600
| New | +$342K | 0.23% | 44 |
|