MWA
Moser Wealth 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 | $3.34M | Buy |
125,123
+5,115
| +4% | +$136K | 1.6% | 17 |
|
|
2025
Q1 | $3.23M | Buy |
120,008
+6,426
| +6% | +$173K | 1.69% | 15 |
|
|
2024
Q4 | $2.93M | Buy |
113,582
+55,506
| +96% | +$1.43M | 1.53% | 15 |
|
|
2024
Q3 | $3.11M | Sell |
58,076
-400
| -0.7% | -$21.5K | 1.62% | 15 |
|
|
2024
Q2 | $3.04M | Sell |
58,476
-4,182
| -7% | -$218K | 1.65% | 14 |
|
|
2024
Q1 | $3.27M | Sell |
62,658
-3,760
| -6% | -$196K | 1.82% | 13 |
|
|
2023
Q4 | $3.47M | Sell |
66,418
-10,900
| -14% | -$569K | 2.21% | 12 |
|
|
2023
Q3 | $3.9M | Sell |
77,318
-800
| -1% | -$40.4K | 2.74% | 10 |
|
|
2023
Q2 | $4.1M | Buy |
+78,118
| New | +$4.1M | 2.76% | 10 |
|
|
2022
Q4 | $4.18M | Sell |
80,740
-660
| -0.8% | -$34.2K | 3.15% | 10 |
|
|
2022
Q3 | $4.22M | Buy |
81,400
+2,135
| +3% | +$111K | 3.3% | 9 |
|
|
2022
Q2 | $4.42M | Sell |
79,265
-3,775
| -5% | -$211K | 3.29% | 9 |
|
|
2022
Q1 | $5.04M | Buy |
83,040
+4,050
| +5% | +$246K | 3.15% | 9 |
|
|
2021
Q4 | $4.97M | Buy |
78,990
+5,800
| +8% | +$365K | 3% | 10 |
|
|
2021
Q3 | $4.58M | Buy |
73,190
+6,120
| +9% | +$383K | 2.93% | 9 |
|
|
2021
Q2 | $4.19M | Buy |
67,070
+9,055
| +16% | +$566K | 2.7% | 10 |
|
|
2021
Q1 | $3.55M | Buy |
58,015
+7,895
| +16% | +$483K | 2.49% | 11 |
|
|
2020
Q4 | $3.11M | Buy |
50,120
+4,600
| +10% | +$286K | 2.29% | 13 |
|
|
2020
Q3 | $2.81M | Buy |
45,520
+14,874
| +49% | +$917K | 2.23% | 13 |
|
|
2020
Q2 | $1.84M | Buy |
30,646
+6,950
| +29% | +$417K | 1.75% | 14 |
|
|
2020
Q1 | $1.36M | Buy |
23,696
+2,226
| +10% | +$128K | 1.58% | 17 |
|
|
2019
Q4 | $1.22M | Buy |
+21,470
| New | +$1.22M | 1.17% | 20 |
|