O3W
Omni 360 Wealth’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
29,788
+956
| +3% | +$25.5K | 0.39% | 57 |
|
|
2025
Q1 | $775K | Sell |
28,832
-979
| -3% | -$26.3K | 0.45% | 51 |
|
|
2024
Q4 | $770K | Buy |
29,811
+14,892
| +100% | +$385K | 0.48% | 54 |
|
|
2024
Q3 | $800K | Sell |
14,919
-254
| -2% | -$13.6K | 0.52% | 49 |
|
|
2024
Q2 | $789K | Sell |
15,173
-395
| -3% | -$20.5K | 0.59% | 46 |
|
|
2024
Q1 | $812K | Buy |
15,568
+219
| +1% | +$11.4K | 0.66% | 41 |
|
|
2023
Q4 | $801K | Buy |
+15,349
| New | +$801K | 0.75% | 37 |
|