BWM
BCGM 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 | $2.67M | Buy |
100,182
+1,820
| +2% | +$48.6K | 0.75% | 46 |
|
|
2025
Q1 | $2.64M | Buy |
98,362
+3,698
| +4% | +$99.4K | 0.81% | 40 |
|
|
2024
Q4 | $2.45M | Buy |
94,664
+48,860
| +107% | +$1.26M | 0.78% | 40 |
|
|
2024
Q3 | $2.46M | Sell |
45,804
-29,236
| -39% | -$1.57M | 0.8% | 38 |
|
|
2024
Q2 | $3.9M | Buy |
75,040
+4,471
| +6% | +$233K | 1.35% | 18 |
|
|
2024
Q1 | $3.68M | Buy |
70,569
+28,889
| +69% | +$1.51M | 1.32% | 18 |
|
|
2023
Q4 | $2.18M | Sell |
41,680
-2,189
| -5% | -$114K | 0.89% | 32 |
|
|
2023
Q3 | $2.21M | Buy |
43,869
+14,875
| +51% | +$751K | 1.02% | 30 |
|
|
2023
Q2 | $1.52M | Buy |
28,994
+3,164
| +12% | +$166K | 0.67% | 37 |
|
|
2023
Q1 | $1.38M | Sell |
25,830
-3,355
| -11% | -$180K | 0.7% | 39 |
|
|
2022
Q4 | $1.51M | Sell |
29,185
-240
| -0.8% | -$12.4K | 0.74% | 35 |
|
|
2022
Q3 | $1.53M | Buy |
29,425
+1,881
| +7% | +$97.9K | 0.76% | 34 |
|
|
2022
Q2 | $1.59M | Sell |
27,544
-21,847
| -44% | -$1.26M | 0.81% | 29 |
|
|
2022
Q1 | $2.92M | Sell |
49,391
-42,624
| -46% | -$2.52M | 1.59% | 15 |
|
|
2021
Q4 | $5.79M | Sell |
92,015
-3,023
| -3% | -$190K | 3.11% | 9 |
|
|
2021
Q3 | $5.99M | Buy |
95,038
+3,631
| +4% | +$229K | 3.33% | 7 |
|
|
2021
Q2 | $5.84M | Buy |
91,407
+9,644
| +12% | +$616K | 3.46% | 7 |
|
|
2021
Q1 | $5.04M | Buy |
+81,763
| New | +$5.04M | 3.44% | 7 |
|