Two West Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.77M Buy
329,385
+62,414
+23% +$1.66M 5.75% 5
2025
Q1
$6.99M Buy
266,971
+5,511
+2% +$144K 5.84% 5
2024
Q4
$6.75M Buy
261,460
+4,854
+2% +$125K 5.79% 5
2024
Q3
$6.88M Sell
256,606
-5,548
-2% -$149K 5.58% 5
2024
Q2
$6.82M Buy
+262,154
New +$6.82M 6.51% 5