BWM
Benchmark 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 | $761K | Sell |
28,539
-1,312
| -4% | -$35K | 0.34% | 34 |
|
|
2025
Q1 | $803K | Sell |
29,851
-1,269
| -4% | -$34.1K | 0.39% | 29 |
|
|
2024
Q4 | $804K | Buy |
31,120
+15,398
| +98% | +$398K | 0.4% | 24 |
|
|
2024
Q3 | $843K | Sell |
15,722
-2,461
| -14% | -$132K | 0.42% | 23 |
|
|
2024
Q2 | $946K | Sell |
18,183
-17
| -0.1% | -$884 | 0.5% | 22 |
|
|
2024
Q1 | $949K | Sell |
18,200
-8,598
| -32% | -$448K | 0.52% | 22 |
|
|
2023
Q4 | $1.4M | Sell |
26,798
-9,528
| -26% | -$497K | 0.83% | 17 |
|
|
2023
Q3 | $1.83M | Sell |
36,326
-3,571
| -9% | -$180K | 1.17% | 17 |
|
|
2023
Q2 | $2.09M | Sell |
39,897
-4,622
| -10% | -$242K | 1.26% | 17 |
|
|
2023
Q1 | $2.38M | Buy |
44,519
+5,842
| +15% | +$312K | 1.52% | 16 |
|
|
2022
Q4 | $2M | Buy |
38,677
+1,606
| +4% | +$83.2K | 1.44% | 14 |
|
|
2022
Q3 | $1.92M | Buy |
37,071
+1,046
| +3% | +$54.2K | 1.51% | 12 |
|
|
2022
Q2 | $2.01M | Buy |
36,025
+5,918
| +20% | +$330K | 1.48% | 12 |
|
|
2022
Q1 | $1.83M | Buy |
30,107
+1,786
| +6% | +$108K | 1.23% | 13 |
|
|
2021
Q4 | $1.78M | Buy |
28,321
+1,512
| +6% | +$95.1K | 1.15% | 13 |
|
|
2021
Q3 | $1.68M | Buy |
26,809
+47
| +0.2% | +$2.94K | 1.18% | 13 |
|
|
2021
Q2 | $1.67M | Buy |
26,762
+3,138
| +13% | +$196K | 1.15% | 13 |
|
|
2021
Q1 | $1.45M | Buy |
+23,624
| New | +$1.45M | 1.07% | 13 |
|