OWA
Octavia 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 | $481K | Buy |
18,041
+8,675
| +93% | +$231K | 0.05% | 121 |
|
|
2025
Q1 | $252K | Hold |
9,366
| – | – | 0.03% | 190 |
|
|
2024
Q4 | $242K | Buy |
9,366
+3,800
| +68% | +$98.2K | 0.03% | 194 |
|
|
2024
Q3 | $299K | Sell |
5,566
-58
| -1% | -$3.11K | 0.04% | 165 |
|
|
2024
Q2 | $293K | Buy |
5,624
+1
| +0% | +$52 | 0.04% | 168 |
|
|
2024
Q1 | $293K | Sell |
5,623
-5,085
| -47% | -$265K | 0.04% | 169 |
|
|
2023
Q4 | $559K | Buy |
10,708
+4,165
| +64% | +$217K | 0.1% | 110 |
|
|
2023
Q3 | $330K | Sell |
6,543
-21
| -0.3% | -$1.06K | 0.07% | 135 |
|
|
2023
Q2 | $344K | Buy |
6,564
+87
| +1% | +$4.56K | 0.07% | 126 |
|
|
2023
Q1 | $347K | Sell |
6,477
-1,594
| -20% | -$85.5K | 0.08% | 117 |
|
|
2022
Q4 | $418K | Sell |
8,071
-1,796
| -18% | -$93K | 0.1% | 102 |
|
|
2022
Q3 | $511K | Sell |
9,867
-850
| -8% | -$44K | 0.14% | 84 |
|
|
2022
Q2 | $597K | Sell |
10,717
-106,347
| -91% | -$5.92M | 0.16% | 83 |
|
|
2022
Q1 | $7.11M | Buy |
117,064
+2,116
| +2% | +$128K | 1.58% | 23 |
|
|
2021
Q4 | $7.23M | Buy |
114,948
+16,783
| +17% | +$1.06M | 1.56% | 23 |
|
|
2021
Q3 | $6.13M | Buy |
+98,165
| New | +$6.13M | 1.57% | 22 |
|