Number of Shares
218,580.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
4.35%
Total Estimate Gain
$-1.59 Mil
% of Total Estimate Gain
-21.34%

Seed Wealth Management, Inc.'s Schwab U.S. Tips ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 218,580.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $5.83 Mil. This investment constitutes 4.35% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.04% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2023Q4. And since then Seed Wealth Management, Inc. has made 6 purchases of SCHP, at an average price of $33.94, for a total of 219,600.00 shares. In addition, there have been 1 sales at an average price of $51.88 for 1,020.00 shares. Based on historical transaction data and SCHP's current price of $26.58, Seed Wealth Management, Inc.'s estimated gain on his SCHP holdings is $-1.59 Mil, reflecting a -21.34% gain to date.

Seed Wealth Management, Inc. SCHP ($26.58) Holding Chart

Seed Wealth Management, Inc. SCHP ($26.58) 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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