CWA
Clearview Wealth 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 | $278K | Sell |
10,401
-93
| -0.9% | -$2.48K | 0.19% | 88 |
|
|
2025
Q1 | $282K | Sell |
10,494
-500
| -5% | -$13.4K | 0.21% | 88 |
|
|
2024
Q4 | $284K | Buy |
10,994
+6,321
| +135% | +$163K | 0.22% | 81 |
|
|
2024
Q3 | $251K | Buy |
4,673
+706
| +18% | +$37.9K | 0.19% | 86 |
|
|
2024
Q2 | $206K | Buy |
+3,967
| New | +$206K | 0.18% | 93 |
|
|
2023
Q3 | – | Sell |
-4,742
| Closed | -$249K | – | 525 |
|
|
2023
Q2 | $249K | Sell |
4,742
-147
| -3% | -$7.71K | 0.25% | 101 |
|
|
2023
Q1 | $262K | Sell |
4,889
-14,362
| -75% | -$770K | 0.27% | 107 |
|
|
2022
Q4 | $997K | Sell |
19,251
-32,342
| -63% | -$1.68M | 0.77% | 28 |
|
|
2022
Q3 | $2.67M | Sell |
51,593
-17,664
| -26% | -$915K | 2.12% | 9 |
|
|
2022
Q2 | $3.87M | Buy |
69,257
+16,868
| +32% | +$941K | 2.9% | 8 |
|
|
2022
Q1 | $3.18M | Sell |
52,389
-22,394
| -30% | -$1.36M | 2.09% | 10 |
|
|
2021
Q4 | $4.7M | Buy |
74,783
+42,984
| +135% | +$2.7M | 2.87% | 7 |
|
|
2021
Q3 | $1.99M | Buy |
31,799
+28,367
| +827% | +$1.78M | 1.26% | 18 |
|
|
2021
Q2 | $215K | Buy |
3,432
+954
| +38% | +$59.8K | 0.13% | 109 |
|
|
2021
Q1 | $152K | Buy |
+2,478
| New | +$152K | 0.1% | 128 |
|