GFWA
Grey Fox 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 | $4.78M | Buy |
179,195
+12,804
| +8% | +$342K | 1.14% | 18 |
|
|
2025
Q1 | $4.47M | Buy |
166,391
+9,470
| +6% | +$255K | 1.19% | 16 |
|
|
2024
Q4 | $4.05M | Buy |
156,921
+82,651
| +111% | +$2.13M | 1.11% | 14 |
|
|
2024
Q3 | $3.98M | Buy |
74,270
+18,441
| +33% | +$989K | 1.11% | 15 |
|
|
2024
Q2 | $2.9M | Buy |
55,829
+5,253
| +10% | +$273K | 1.02% | 20 |
|
|
2024
Q1 | $2.64M | Buy |
50,576
+694
| +1% | +$36.2K | 0.99% | 20 |
|
|
2023
Q4 | $2.6M | Buy |
49,882
+5,063
| +11% | +$264K | 1.13% | 19 |
|
|
2023
Q3 | $2.26M | Sell |
44,819
-16,883
| -27% | -$852K | 1.13% | 22 |
|
|
2023
Q2 | $3.24M | Buy |
61,702
+5,487
| +10% | +$288K | 1.67% | 17 |
|
|
2023
Q1 | $3.01M | Sell |
56,215
-21
| -0% | -$1.13K | 1.78% | 15 |
|
|
2022
Q4 | $2.91M | Buy |
+56,236
| New | +$2.91M | 1.92% | 15 |
|