LPAM
Lodestar Private Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
115,382
+174
| +0.2% | +$4.64K | 0.35% | 57 |
|
|
2025
Q1 | $3.1M | Buy |
115,208
+6,059
| +6% | +$163K | 0.39% | 55 |
|
|
2024
Q4 | $2.82M | Buy |
109,149
+57,102
| +110% | +$1.47M | 0.35% | 57 |
|
|
2024
Q3 | $2.79M | Buy |
52,047
+1,896
| +4% | +$102K | 0.36% | 61 |
|
|
2024
Q2 | $2.61M | Buy |
50,151
+6,604
| +15% | +$343K | 0.36% | 57 |
|
|
2024
Q1 | $2.27M | Buy |
43,547
+444
| +1% | +$23.2K | 0.32% | 65 |
|
|
2023
Q4 | $2.25M | Buy |
43,103
+4,454
| +12% | +$233K | 0.35% | 62 |
|
|
2023
Q3 | $1.95M | Buy |
38,649
+23,037
| +148% | +$1.16M | 0.33% | 64 |
|
|
2023
Q2 | $819K | Buy |
15,612
+2,134
| +16% | +$112K | 0.14% | 100 |
|
|
2023
Q1 | $723K | Buy |
13,478
+2,014
| +18% | +$108K | 0.13% | 105 |
|
|
2022
Q4 | $594K | Buy |
+11,464
| New | +$594K | 0.11% | 112 |
|