Number of Shares
50,660.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
2.3%
Total Estimate Gain
$-
% of Total Estimate Gain
0.00%

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's Schwab U.S. Tips ETF Holding Summary

As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 50,660.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $1.36 Mil. This investment constitutes 2.3% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.01% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2025Q2. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 1 purchases of SCHP, at an average price of $26.50, for a total of 50,660.00 shares. Based on historical transaction data and SCHP's current price of $26.50, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his SCHP holdings is $-, reflecting a 0.00% gain to date.

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCHP ($26.50) Holding Chart

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCHP ($26.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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