SMA
Sage Mountain 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 | $18.3K | Hold |
686
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $18.4K | Hold |
686
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $17.7K | Buy |
686
+326
| +91% | +$8.42K | ﹤0.01% | 449 |
|
|
2024
Q3 | $19.3K | Buy |
360
+318
| +757% | +$17.1K | ﹤0.01% | 459 |
|
|
2024
Q2 | $2.18K | Buy |
+42
| New | +$2.18K | ﹤0.01% | 419 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$470 | – | 422 |
|
|
2023
Q4 | $470 | Hold |
9
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $454 | Hold |
9
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $472 | Buy |
+9
| New | +$472 | ﹤0.01% | 352 |
|
|
2023
Q1 | – | Sell |
-160
| Closed | -$8.29K | – | 340 |
|
|
2022
Q4 | $8.29K | Buy |
+160
| New | +$8.29K | ﹤0.01% | 270 |
|