Mid-American Wealth Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11K | Buy |
+304
| New | +$8.11K | ﹤0.01% | 194 |
|
|
2024
Q3 | – | Sell |
-9,834
| Closed | -$256K | – | 59 |
|
|
2024
Q2 | $256K | Sell |
9,834
-3,430
| -26% | -$89.2K | 0.16% | 48 |
|
|
2024
Q1 | $346K | Sell |
13,264
-5,132
| -28% | -$134K | 0.23% | 33 |
|
|
2023
Q4 | $480K | Sell |
18,396
-588
| -3% | -$15.3K | 0.36% | 27 |
|
|
2023
Q3 | $476K | Sell |
18,984
-223,176
| -92% | -$5.6M | 0.38% | 24 |
|
|
2023
Q2 | $6.32M | Buy |
+242,160
| New | +$6.32M | 4.92% | 2 |
|
|
2022
Q1 | $5.49M | Buy |
180,978
+115,320
| +176% | +$3.5M | 4.3% | 6 |
|
|
2021
Q4 | $2.07M | Buy |
+65,658
| New | +$2.07M | 1.66% | 20 |
|