BCM
Blume Capital 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 | $267K | Hold |
10,000
| – | – | 0.05% | 100 |
|
2025
Q1 | $269K | Buy |
10,000
+2,000
| +25% | +$53.8K | 0.06% | 90 |
|
2024
Q4 | $207K | Buy |
8,000
+4,000
| +100% | +$103K | 0.05% | 111 |
|
2024
Q3 | $215K | Hold |
4,000
| – | – | 0.05% | 106 |
|
2024
Q2 | $208K | Hold |
4,000
| – | – | 0.05% | 99 |
|
2024
Q1 | $209K | Hold |
4,000
| – | – | 0.05% | 97 |
|
2023
Q4 | $209K | Hold |
4,000
| – | – | 0.05% | 90 |
|
2023
Q3 | $202K | Buy |
4,000
+3,000
| +300% | +$151K | 0.06% | 91 |
|
2023
Q2 | $52.4K | Buy |
+1,000
| New | +$52.4K | 0.02% | 166 |
|
2022
Q2 | – | Sell |
-4,187
| Closed | -$254K | – | 334 |
|
2022
Q1 | $254K | Hold |
4,187
| – | – | 0.08% | 70 |
|
2021
Q4 | $263K | Sell |
4,187
-63
| -1% | -$3.96K | 0.09% | 80 |
|
2021
Q3 | $266K | Buy |
4,250
+2,650
| +166% | +$166K | 0.1% | 72 |
|
2021
Q2 | $100K | Buy |
1,600
+800
| +100% | +$50K | 0.04% | 126 |
|
2021
Q1 | $49K | Buy |
+800
| New | +$49K | 0.02% | 156 |
|