LIA
LBMC Investment 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 | $201K | Hold |
7,516
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $202K | Buy |
+7,516
| New | +$202K | 0.02% | 193 |
|
|
2024
Q4 | – | Sell |
-3,817
| Closed | -$205K | – | 207 |
|
|
2024
Q3 | $205K | Buy |
+3,817
| New | +$205K | 0.02% | 187 |
|
|
2023
Q3 | – | Sell |
-3,817
| Closed | -$200K | – | 165 |
|
|
2023
Q2 | $200K | Hold |
3,817
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $205K | Buy |
+3,817
| New | +$205K | 0.02% | 157 |
|
|
2022
Q3 | – | Sell |
-4,584
| Closed | -$256K | – | 161 |
|
|
2022
Q2 | $256K | Buy |
+4,584
| New | +$256K | 0.03% | 124 |
|