SWM
Sagace Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
30,921
-571
| -2% | -$15.2K | 0.62% | 37 |
|
|
2025
Q1 | $847K | Hold |
31,492
| – | – | 0.64% | 38 |
|
|
2024
Q4 | $813K | Sell |
31,492
-54,888
| -64% | -$1.42M | 0.61% | 41 |
|
|
2024
Q3 | $2.29M | Buy |
86,380
+46,438
| +116% | +$1.23M | 1.77% | 20 |
|
|
2024
Q2 | $2.08M | Buy |
+39,942
| New | +$2.08M | 2.04% | 17 |
|