AWM
Apollon Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
13,475
-4,889
| -27% | -$130K | 0.01% | 939 |
|
|
2025
Q1 | $494K | Sell |
18,364
-1,347
| -7% | -$36.2K | 0.01% | 752 |
|
|
2024
Q4 | $509K | Buy |
19,711
+5,628
| +40% | +$145K | 0.01% | 751 |
|
|
2024
Q3 | $755K | Sell |
14,083
-1,815
| -11% | -$97.3K | 0.02% | 572 |
|
|
2024
Q2 | $827K | Buy |
15,898
+3,140
| +25% | +$163K | 0.03% | 525 |
|
|
2024
Q1 | $665K | Buy |
12,758
+2,435
| +24% | +$127K | 0.02% | 597 |
|
|
2023
Q4 | $539K | Buy |
10,323
+2,188
| +27% | +$114K | 0.02% | 628 |
|
|
2023
Q3 | $411K | Sell |
8,135
-1,656
| -17% | -$83.6K | 0.02% | 599 |
|
|
2023
Q2 | $513K | Sell |
9,791
-475
| -5% | -$24.9K | 0.02% | 582 |
|
|
2023
Q1 | $550K | Sell |
10,266
-443
| -4% | -$23.7K | 0.03% | 508 |
|
|
2022
Q4 | $555K | Sell |
10,709
-142
| -1% | -$7.35K | 0.04% | 476 |
|
|
2022
Q3 | $562K | Sell |
10,851
-335
| -3% | -$17.4K | 0.05% | 412 |
|
|
2022
Q2 | $624K | Sell |
11,186
-1,048
| -9% | -$58.5K | 0.05% | 379 |
|
|
2022
Q1 | $743K | Sell |
12,234
-28,195
| -70% | -$1.71M | 0.05% | 360 |
|
|
2021
Q4 | $4.57M | Buy |
+40,429
| New | +$4.57M | 0.34% | 62 |
|
|
2021
Q2 | – | Sell |
-7,254
| Closed | -$444K | – | 381 |
|
|
2021
Q1 | $444K | Buy |
7,254
+1,609
| +29% | +$98.5K | 0.09% | 217 |
|
|
2020
Q4 | $350K | Sell |
5,645
-667
| -11% | -$41.4K | 0.09% | 147 |
|
|
2020
Q3 | $389K | Buy |
6,312
+57
| +0.9% | +$3.51K | 0.17% | 95 |
|
|
2020
Q2 | $375K | Sell |
6,255
-44,430
| -88% | -$2.66M | 0.21% | 66 |
|
|
2020
Q1 | $2.92M | Buy |
50,685
+14,422
| +40% | +$829K | 2.99% | 6 |
|
|
2019
Q4 | $2.07M | Buy |
36,263
+2,973
| +9% | +$169K | 1.82% | 13 |
|
|
2019
Q3 | $1.89M | Buy |
33,290
+4,141
| +14% | +$235K | 1.98% | 12 |
|
|
2019
Q2 | $1.64M | Buy |
29,149
+4,436
| +18% | +$250K | 1.88% | 11 |
|
|
2019
Q1 | $1.36M | Buy |
+24,713
| New | +$1.36M | 1.79% | 12 |
|