SP
SWS Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
41,589
+5,868
| +16% | +$157K | 0.3% | 91 |
|
|
2025
Q1 | $961K | Buy |
35,721
+9,484
| +36% | +$255K | 0.32% | 88 |
|
|
2024
Q4 | $678K | Buy |
+26,237
| New | +$678K | 0.21% | 101 |
|
|
2024
Q3 | – | Sell |
-768
| Closed | -$39.9K | – | 263 |
|
|
2024
Q2 | $39.9K | Buy |
+768
| New | +$39.9K | 0.01% | 175 |
|
|
2018
Q2 | – | Sell |
-564
| Closed | -$31K | – | 276 |
|
|
2018
Q1 | $31K | Sell |
564
-138
| -20% | -$7.59K | 0.02% | 181 |
|
|
2017
Q4 | $39K | Buy |
+702
| New | +$39K | 0.03% | 167 |
|