SIA
SGL Investment 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 | $490K | Buy |
18,494
+1,936
| +12% | +$51.2K | 0.23% | 76 |
|
|
2025
Q1 | $438K | Buy |
16,558
+3,296
| +25% | +$87.2K | 0.23% | 74 |
|
|
2024
Q4 | $346K | Buy |
13,262
+48
| +0.4% | +$1.25K | 0.17% | 84 |
|
|
2024
Q3 | $345K | Buy |
+13,214
| New | +$345K | 0.18% | 78 |
|