LA
Latitude 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 | $460K | Buy |
17,245
+163
| +1% | +$4.35K | 0.23% | 98 |
|
|
2025
Q1 | $459K | Sell |
17,082
-2,537
| -13% | -$68.2K | 0.27% | 96 |
|
|
2024
Q4 | $507K | Buy |
19,619
+9,684
| +97% | +$250K | 0.29% | 85 |
|
|
2024
Q3 | $533K | Buy |
9,935
+312
| +3% | +$16.7K | 0.3% | 80 |
|
|
2024
Q2 | $500K | Sell |
9,623
-33
| -0.3% | -$1.72K | 0.31% | 75 |
|
|
2024
Q1 | $504K | Buy |
9,656
+1,103
| +13% | +$57.5K | 0.31% | 71 |
|
|
2023
Q4 | $446K | Sell |
8,553
-1,570
| -16% | -$82K | 0.31% | 80 |
|
|
2023
Q3 | $511K | Sell |
10,123
-1,385
| -12% | -$69.9K | 0.37% | 64 |
|
|
2023
Q2 | $603K | Sell |
11,508
-1,376
| -11% | -$72.1K | 0.42% | 48 |
|
|
2023
Q1 | $691K | Buy |
12,884
+54
| +0.4% | +$2.9K | 0.5% | 39 |
|
|
2022
Q4 | $664K | Buy |
12,830
+1,590
| +14% | +$82.3K | 0.5% | 37 |
|
|
2022
Q3 | $582K | Buy |
11,240
+258
| +2% | +$13.4K | 0.48% | 38 |
|
|
2022
Q2 | $613K | Buy |
10,982
+2,298
| +26% | +$128K | 0.56% | 37 |
|
|
2022
Q1 | $527K | Buy |
8,684
+2,026
| +30% | +$123K | 0.12% | 171 |
|
|
2021
Q4 | $419K | Sell |
6,658
-1,250
| -16% | -$78.7K | 0.12% | 179 |
|
|
2021
Q3 | $495K | Buy |
7,908
+3,885
| +97% | +$243K | 0.16% | 135 |
|
|
2021
Q2 | $251K | Buy |
4,023
+151
| +4% | +$9.42K | 0.19% | 137 |
|
|
2021
Q1 | $237K | Buy |
3,872
+286
| +8% | +$17.5K | 0.19% | 129 |
|
|
2020
Q4 | $223K | Buy |
+3,586
| New | +$223K | 0.2% | 118 |
|