DWP
Destiny Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
16,190
| – | – | 0.06% | 129 |
|
|
2025
Q1 | $435K | Hold |
16,190
| – | – | 0.07% | 114 |
|
|
2024
Q4 | $418K | Buy |
16,190
+8,095
| +100% | +$209K | 0.07% | 119 |
|
|
2024
Q3 | $434K | Hold |
8,095
| – | – | 0.08% | 110 |
|
|
2024
Q2 | $421K | Hold |
8,095
| – | – | 0.08% | 107 |
|
|
2024
Q1 | $422K | Hold |
8,095
| – | – | 0.08% | 106 |
|
|
2023
Q4 | $421K | Sell |
8,095
-1,598
| -16% | -$83K | 0.08% | 107 |
|
|
2023
Q3 | $489K | Hold |
9,693
| – | – | 0.1% | 97 |
|
|
2023
Q2 | $508K | Hold |
9,693
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $520K | Hold |
9,693
| – | – | 0.11% | 93 |
|
|
2022
Q4 | $502K | Hold |
9,693
| – | – | 0.11% | 98 |
|
|
2022
Q3 | $502K | Hold |
9,693
| – | – | 0.11% | 96 |
|
|
2022
Q2 | $541K | Sell |
9,693
-478
| -5% | -$26.7K | 0.12% | 91 |
|
|
2022
Q1 | $617K | Sell |
10,171
-280
| -3% | -$17K | 0.12% | 90 |
|
|
2021
Q4 | $657K | Sell |
10,451
-20
| -0.2% | -$1.26K | 0.13% | 96 |
|
|
2021
Q3 | $655K | Sell |
10,471
-43,232
| -81% | -$2.7M | 0.13% | 94 |
|
|
2021
Q2 | $3.36M | Buy |
53,703
+270
| +0.5% | +$16.9K | 0.64% | 51 |
|
|
2021
Q1 | $3.27M | Sell |
53,433
-226,394
| -81% | -$13.8M | 0.68% | 47 |
|
|
2020
Q4 | $17.4M | Buy |
+279,827
| New | +$17.4M | 3.62% | 4 |
|