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Prossimo 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 | $614K | Hold |
23,000
| – | – | 0.49% | 61 |
|
2025
Q1 | $618K | Hold |
23,000
| – | – | 0.46% | 69 |
|
2024
Q4 | $594K | Buy |
23,000
+11,500
| +100% | +$297K | 0.43% | 70 |
|
2024
Q3 | $617K | Hold |
11,500
| – | – | 0.45% | 71 |
|
2024
Q2 | $598K | Buy |
+11,500
| New | +$598K | 0.54% | 61 |
|
2023
Q3 | – | Sell |
-11,978
| Closed | -$628K | – | 112 |
|
2023
Q2 | $628K | Buy |
+11,978
| New | +$628K | 0.61% | 54 |
|