SS
Sound Stewardship’s Schwab US TIPS ETF SCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Sell |
9,276
-316
| -3% | -$8.43K | 0.13% | 58 |
|
2025
Q1 | $258K | Buy |
+9,592
| New | +$258K | 0.15% | 56 |
|
2024
Q4 | – | Sell |
-5,120
| Closed | -$275K | – | 63 |
|
2024
Q3 | $275K | Buy |
+5,120
| New | +$275K | 0.15% | 50 |
|
2024
Q2 | – | Sell |
-5,135
| Closed | -$268K | – | 61 |
|
2024
Q1 | $268K | Sell |
5,135
-464
| -8% | -$24.2K | 0.16% | 53 |
|
2023
Q4 | $292K | Sell |
5,599
-56
| -1% | -$2.92K | 0.19% | 56 |
|
2023
Q3 | $285K | Buy |
5,655
+342
| +6% | +$17.3K | 0.19% | 54 |
|
2023
Q2 | $279K | Sell |
5,313
-342
| -6% | -$17.9K | 0.18% | 57 |
|
2023
Q1 | $303K | Sell |
5,655
-579
| -9% | -$31K | 0.2% | 52 |
|
2022
Q4 | $323K | Buy |
+6,234
| New | +$323K | 0.24% | 50 |
|