IWA
IVC 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 | – | Sell |
-7,443
| Closed | -$200K | – | 178 |
|
|
2025
Q1 | $200K | Buy |
+7,443
| New | +$200K | 0.11% | 159 |
|
|
2024
Q3 | – | Sell |
-3,890
| Closed | -$202K | – | 170 |
|
|
2024
Q2 | $202K | Sell |
3,890
-209
| -5% | -$10.9K | 0.11% | 159 |
|
|
2024
Q1 | $214K | Buy |
4,099
+38
| +0.9% | +$1.98K | 0.12% | 153 |
|
|
2023
Q4 | $212K | Buy |
+4,061
| New | +$212K | 0.13% | 146 |
|
|
2023
Q3 | – | Sell |
-4,051
| Closed | -$212K | – | 162 |
|
|
2023
Q2 | $212K | Buy |
+4,051
| New | +$212K | 0.13% | 139 |
|
|
2022
Q4 | – | Sell |
-4,658
| Closed | -$241K | – | 158 |
|
|
2022
Q3 | $241K | Buy |
+4,658
| New | +$241K | 0.19% | 118 |
|
|
2022
Q2 | – | Sell |
-4,223
| Closed | -$256K | – | 147 |
|
|
2022
Q1 | $256K | Buy |
+4,223
| New | +$256K | 0.17% | 125 |
|