Octavia Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $7.11M | Buy |
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|
2021
Q4 | $7.23M | Buy |
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|
2021
Q3 | $6.13M | Buy |
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