SAI
Savvy Advisors Inc’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
13,882
+767
| +6% | +$20.5K | 0.02% | 436 |
|
|
2025
Q1 | $353K | Sell |
13,115
-14,005
| -52% | -$377K | 0.04% | 353 |
|
|
2024
Q4 | $701K | Buy |
27,120
+17,501
| +182% | +$452K | 0.08% | 195 |
|
|
2024
Q3 | $516K | Sell |
9,619
-17,794
| -65% | -$954K | 0.1% | 178 |
|
|
2024
Q2 | $1.43M | Buy |
27,413
+13,256
| +94% | +$689K | 0.46% | 46 |
|
|
2024
Q1 | $738K | Sell |
14,157
-2,958
| -17% | -$154K | 0.43% | 58 |
|
|
2023
Q4 | $893K | Buy |
+17,115
| New | +$893K | 0.87% | 23 |
|