FCA
Fortis Capital 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 | $1.16M | Sell |
43,594
-1,239
| -3% | -$33.1K | 0.21% | 73 |
|
2025
Q1 | $1.21M | Buy |
+44,833
| New | +$1.21M | 0.24% | 68 |
|
2023
Q2 | – | Sell |
-1,823
| Closed | -$97.7K | – | 508 |
|
2023
Q1 | $97.7K | Hold |
1,823
| – | – | 0.05% | 187 |
|
2022
Q4 | $94.4K | Buy |
+1,823
| New | +$94.4K | 0.06% | 226 |
|