JAG
Journey Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Hold |
28,390
| – | – | 0.06% | 177 |
|
|
2025
Q1 | $763K | Buy |
28,390
+14,195
| +100% | +$382K | 0.06% | 168 |
|
|
2024
Q4 | $738K | Hold |
14,195
| – | – | 0.09% | 122 |
|
|
2024
Q3 | $738K | Hold |
14,195
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $738K | Hold |
14,195
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $740K | Hold |
14,195
| – | – | 0.09% | 128 |
|
|
2023
Q4 | $741K | Buy |
14,195
+445
| +3% | +$23.2K | 0.1% | 121 |
|
|
2023
Q3 | $694K | Sell |
13,750
-5,400
| -28% | -$273K | 0.1% | 124 |
|
|
2023
Q2 | $1M | Hold |
19,150
| – | – | 0.15% | 109 |
|
|
2023
Q1 | $1.03M | Buy |
19,150
+4,741
| +33% | +$254K | 0.16% | 111 |
|
|
2022
Q4 | $746K | Hold |
14,409
| – | – | 0.19% | 105 |
|
|
2022
Q3 | $746K | Buy |
+14,409
| New | +$746K | 0.19% | 104 |
|