Prevail Innovative 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
Sell
-30,054
Closed -$808K 221
2025
Q1
$808K Buy
30,054
+10,511
+54% +$283K 0.22% 117
2024
Q4
$505K Buy
19,543
+6,131
+46% +$158K 0.15% 124
2024
Q3
$360K Buy
+13,412
New +$360K 0.11% 131