LFA
LifeGuide Financial 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 | $44.8M | Buy |
1,679,994
+49,380
| +3% | +$1.32M | 16.54% | 2 |
|
|
2025
Q1 | $43.8M | Buy |
1,630,614
+62,993
| +4% | +$1.69M | 17.89% | 2 |
|
|
2024
Q4 | $40.5M | Buy |
1,567,621
+823,329
| +111% | +$21.3M | 17.37% | 2 |
|
|
2024
Q3 | $39.9M | Buy |
744,292
+58,504
| +9% | +$3.14M | 17.03% | 2 |
|
|
2024
Q2 | $35.7M | Buy |
685,788
+44,506
| +7% | +$2.31M | 17.33% | 2 |
|
|
2024
Q1 | $33.4M | Buy |
641,282
+38,128
| +6% | +$1.99M | 16.85% | 2 |
|
|
2023
Q4 | $31.5M | Sell |
603,154
-3,094
| -0.5% | -$162K | 16.64% | 2 |
|
|
2023
Q3 | $30.6M | Buy |
606,248
+85,394
| +16% | +$4.31M | 17.89% | 2 |
|
|
2023
Q2 | $27.3M | Buy |
520,854
+46,701
| +10% | +$2.45M | 18.46% | 2 |
|
|
2023
Q1 | $25.4M | Buy |
474,153
+19,766
| +4% | +$1.06M | 20.45% | 2 |
|
|
2022
Q4 | $23.5M | Sell |
454,387
-18,086
| -4% | -$937K | 20.4% | 2 |
|
|
2022
Q3 | $24.5M | Buy |
472,473
+12,504
| +3% | +$648K | 23.93% | 2 |
|
|
2022
Q2 | $25.7M | Buy |
459,969
+207,260
| +82% | +$11.6M | 23.43% | 2 |
|
|
2022
Q1 | $15.3M | Buy |
+252,709
| New | +$15.3M | 11.84% | 4 |
|