OFA
Onyx Financial 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 | – | Sell |
-7,731
| Closed | -$208K | – | 18 |
|
|
2025
Q1 | $208K | Buy |
+7,731
| New | +$208K | 0.11% | 16 |
|
|
2024
Q4 | – | Sell |
-3,817
| Closed | -$205K | – | 16 |
|
|
2024
Q3 | $205K | Buy |
+3,817
| New | +$205K | 0.11% | 15 |
|
|
2023
Q4 | – | Sell |
-5,888
| Closed | -$297K | – | 15 |
|
|
2023
Q3 | $297K | Hold |
5,888
| – | – | 0.26% | 9 |
|
|
2023
Q2 | $309K | Hold |
5,888
| – | – | 0.26% | 10 |
|
|
2023
Q1 | $316K | Hold |
5,888
| – | – | 0.29% | 8 |
|
|
2022
Q4 | $305K | Buy |
+5,888
| New | +$305K | 0.3% | 8 |
|