SWG
Summit Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
156,295
-98,764
| -39% | -$2.64M | 1.07% | 23 |
|
|
2025
Q1 | $6.86M | Sell |
255,059
-20,075
| -7% | -$540K | 2.01% | 14 |
|
|
2024
Q4 | $7.11M | Buy |
275,134
+143,663
| +109% | +$3.71M | 2.06% | 14 |
|
|
2024
Q3 | $7.05M | Buy |
131,471
+11,720
| +10% | +$629K | 2.03% | 13 |
|
|
2024
Q2 | $6.23M | Buy |
+119,751
| New | +$6.23M | 1.87% | 13 |
|
|
2023
Q3 | – | Sell |
-104,959
| Closed | -$5.5M | – | 64 |
|
|
2023
Q2 | $5.5M | Sell |
104,959
-5,345,191
| -98% | -$280M | 2.23% | 10 |
|
|
2023
Q1 | $102K | Buy |
+5,450,150
| New | +$102K | 2.44% | 7 |
|
|
2021
Q1 | – | Sell |
-57,342
| Closed | -$3.56M | – | 206 |
|
|
2020
Q4 | $3.56M | Buy |
+57,342
| New | +$3.56M | 2.23% | 14 |
|