SAG
SageView Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
19,308
+53
| +0.3% | +$1.41K | 0.02% | 364 |
|
|
2025
Q1 | $518K | Sell |
19,255
-2,880
| -13% | -$77.4K | 0.02% | 340 |
|
|
2024
Q4 | $572K | Buy |
22,135
+10,760
| +95% | +$278K | 0.02% | 318 |
|
|
2024
Q3 | $610K | Buy |
+11,375
| New | +$610K | 0.03% | 266 |
|
|
2024
Q2 | – | Sell |
-2,981
| Closed | -$233K | – | 323 |
|
|
2024
Q1 | $233K | Buy |
+2,981
| New | +$233K | 0.01% | 481 |
|
|
2023
Q4 | – | Sell |
-12,569
| Closed | -$635K | – | 364 |
|
|
2023
Q3 | $635K | Buy |
12,569
+50
| +0.4% | +$2.52K | 0.04% | 290 |
|
|
2023
Q2 | $656K | Sell |
12,519
-7,229
| -37% | -$379K | 0.04% | 297 |
|
|
2023
Q1 | $1.06M | Buy |
19,748
+2,431
| +14% | +$130K | 0.07% | 196 |
|
|
2022
Q4 | $897K | Buy |
+17,317
| New | +$897K | 0.07% | 168 |
|