CA
CWC 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 | $311K | Buy |
11,653
+384
| +3% | +$10.2K | 0.16% | 118 |
|
|
2025
Q1 | $303K | Sell |
11,269
-42
| -0.4% | -$1.13K | 0.17% | 114 |
|
|
2024
Q4 | $292K | Buy |
11,311
+5,450
| +93% | +$141K | 0.29% | 91 |
|
|
2024
Q3 | $314K | Buy |
+5,861
| New | +$314K | 0.31% | 85 |
|