RAM
Resona Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,700
| Closed | -$301K | – | 819 |
|
|
2024
Q4 | $301K | Buy |
11,700
+8,700
| +290% | +$224K | ﹤0.01% | 756 |
|
|
2024
Q3 | $161K | Sell |
3,000
-2,500
| -45% | -$134K | ﹤0.01% | 782 |
|
|
2024
Q2 | $287K | Buy |
5,500
+900
| +20% | +$47K | ﹤0.01% | 766 |
|
|
2024
Q1 | $240K | Buy |
+4,600
| New | +$240K | ﹤0.01% | 778 |
|