SWA
SOA Wealth 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 | $320 | Hold |
12
| – | – | ﹤0.01% | 804 |
|
|
2025
Q1 | $323 | Hold |
12
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $310 | Buy |
12
+8
| +200% | +$207 | ﹤0.01% | 805 |
|
|
2024
Q3 | $215 | Hold |
4
| – | – | ﹤0.01% | 790 |
|
|
2024
Q2 | $208 | Sell |
4
-53
| -93% | -$2.76K | ﹤0.01% | 801 |
|
|
2024
Q1 | $2.97K | Hold |
57
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $2.98K | Hold |
57
| – | – | ﹤0.01% | 654 |
|
|
2023
Q3 | $2.88K | Hold |
57
| – | – | ﹤0.01% | 678 |
|
|
2023
Q2 | $2.99K | Hold |
57
| – | – | ﹤0.01% | 678 |
|
|
2023
Q1 | $3.06K | Hold |
57
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $2.95K | Hold |
57
| – | – | ﹤0.01% | 691 |
|
|
2022
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 727 |
|
|
2022
Q2 | $3K | Buy |
57
+2
| +4% | +$105 | ﹤0.01% | 661 |
|
|
2022
Q1 | $3K | Buy |
55
+53
| +2,650% | +$2.89K | ﹤0.01% | 767 |
|
|
2021
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 971 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 982 |
|