GIA
Goodwin Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-258,085
| Closed | -$6.66M | – | 38 |
|
|
2024
Q4 | $6.66M | Buy |
258,085
+138,993
| +117% | +$3.59M | 3.49% | 6 |
|
|
2024
Q3 | $6.39M | Buy |
119,092
+7,146
| +6% | +$383K | 2.77% | 6 |
|
|
2024
Q2 | $5.82M | Buy |
111,946
+9,520
| +9% | +$495K | 2.67% | 7 |
|
|
2024
Q1 | $5.34M | Buy |
102,426
+2,600
| +3% | +$136K | 2.52% | 7 |
|
|
2023
Q4 | $5.21M | Buy |
+99,826
| New | +$5.21M | 2.71% | 7 |
|
|
2022
Q1 | – | Sell |
-488
| Closed | -$31K | – | 248 |
|
|
2021
Q4 | $31K | Sell |
488
-1,649
| -77% | -$105K | 0.02% | 99 |
|
|
2021
Q3 | $136K | Buy |
+2,137
| New | +$136K | 0.13% | 41 |
|