LRIA
Leonard Rickey 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 | $210K | Buy |
7,866
+67
| +0.9% | +$1.79K | 0.04% | 111 |
|
|
2025
Q1 | $205K | Buy |
+7,799
| New | +$205K | 0.04% | 105 |
|
|
2024
Q4 | – | Sell |
-4,057
| Closed | -$218K | – | 109 |
|
|
2024
Q3 | $218K | Sell |
4,057
-36
| -0.9% | -$1.93K | 0.05% | 104 |
|
|
2024
Q2 | $213K | Buy |
+4,093
| New | +$213K | 0.05% | 99 |
|