SWM
Seed 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 | $5.83M | Buy |
218,580
+24,825
| +13% | +$662K | 4.35% | 2 |
|
|
2025
Q1 | $5.21M | Buy |
193,755
+22,335
| +13% | +$601K | 4.24% | 3 |
|
|
2024
Q4 | $4.43M | Buy |
171,420
+105,400
| +160% | +$2.72M | 3.58% | 4 |
|
|
2024
Q3 | $3.54M | Sell |
66,020
-95
| -0.1% | -$5.1K | 2.83% | 6 |
|
|
2024
Q2 | $3.44M | Buy |
66,115
+21,570
| +48% | +$1.12M | 3% | 6 |
|
|
2024
Q1 | $2.31M | Sell |
44,545
-1,020
| -2% | -$52.8K | 2.2% | 10 |
|
|
2023
Q4 | $2.38M | Buy |
+45,565
| New | +$2.38M | 2.4% | 10 |
|