AWP
Atlas Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
11,405
| – | – | 0.35% | 36 |
|
|
2025
Q1 | $307K | Buy |
11,405
+200
| +2% | +$5.38K | 0.38% | 35 |
|
|
2024
Q4 | $289K | Buy |
11,205
+5,048
| +82% | +$130K | 0.37% | 34 |
|
|
2024
Q3 | $330K | Buy |
+6,157
| New | +$330K | 0.5% | 32 |
|
|
2023
Q3 | – | Sell |
-8,799
| Closed | -$461K | – | 33 |
|
|
2023
Q2 | $461K | Buy |
+8,799
| New | +$461K | 1.33% | 18 |
|