STA
Smith Thornton Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56,889
| Closed | -$1.47M | – | 139 |
|
|
2024
Q4 | $1.47M | Buy |
56,889
+29,182
| +105% | +$754K | 0.93% | 34 |
|
|
2024
Q3 | $1.49M | Sell |
27,707
-265
| -0.9% | -$14.2K | 0.98% | 33 |
|
|
2024
Q2 | $1.45M | Buy |
+27,972
| New | +$1.45M | 1.07% | 29 |
|