Carson Wealth (CWM LLC)’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $569K | Sell |
|
|||||
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $202K | Buy |
|
|||||
|
2024
Q4 | $161K | Buy |
|
|||||
|
2024
Q3 | $151K | Buy |
|
|||||
|
2024
Q2 | $128K | Buy |
|
|||||
|
2024
Q1 | $124K | Buy |
|
|||||
|
2023
Q4 | $116K | Buy |
|
|||||
|
2023
Q3 | $91K | Sell |
|
|||||
|
2023
Q2 | $109K | Buy |
|
|||||
|
2023
Q1 | $79K | Buy |
|
|||||
|
2022
Q4 | $40K | Sell |
|
|||||
|
2022
Q3 | $61K | Buy |
|
|||||
|
2022
Q2 | $45K | Sell |
|
|||||
|
2022
Q1 | $60K | Sell |
|
|||||
|
2021
Q4 | $90K | Buy |
|
|||||
|
2021
Q2 | $40K | Hold |
|
|||||
|
2021
Q1 | $40K | Hold |
|
|||||
|
2020
Q4 | $40K | Hold |
|
|||||
|
2020
Q3 | $40K | Hold |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $40K | Hold |
|
|||||
|
2019
Q4 | $40K | Hold |
|
|||||
|
2019
Q3 | $40K | Hold |
|
|||||
|
2019
Q2 | $40K | Hold |
|
|||||
|
2019
Q1 | $40K | Sell |
|
|||||
|
2018
Q4 | $244K | Buy |
|
|||||
|
2018
Q3 | $70K | Buy |
|
|||||
|
2018
Q2 | $13K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $2K | Buy |
|