GWM
GSB 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 | $4.69K | Sell |
167
-220
| -57% | -$6.18K | ﹤0.01% | 236 |
|
|
2025
Q1 | $10.4K | Buy |
+387
| New | +$10.4K | ﹤0.01% | 220 |
|
|
2024
Q4 | – | Sell |
-187
| Closed | -$10K | – | 235 |
|
|
2024
Q3 | $10K | Buy |
+187
| New | +$10K | ﹤0.01% | 225 |
|
|
2023
Q3 | – | Sell |
-4,583
| Closed | -$240K | – | 208 |
|
|
2023
Q2 | $240K | Sell |
4,583
-355
| -7% | -$18.6K | 0.08% | 187 |
|
|
2023
Q1 | $264K | Sell |
4,938
-107
| -2% | -$5.72K | 0.09% | 175 |
|
|
2022
Q4 | $261K | Sell |
5,045
-6,921
| -58% | -$358K | 0.09% | 171 |
|
|
2022
Q3 | $620K | Buy |
11,966
+374
| +3% | +$19.4K | 0.22% | 128 |
|
|
2022
Q2 | $647K | Buy |
11,592
+439
| +4% | +$24.5K | 0.22% | 134 |
|
|
2022
Q1 | $677K | Sell |
11,153
-3,401
| -23% | -$206K | 0.2% | 144 |
|
|
2021
Q4 | $915K | Buy |
14,554
+2,755
| +23% | +$173K | 0.26% | 122 |
|
|
2021
Q3 | $738K | Sell |
11,799
-1,195
| -9% | -$74.7K | 0.38% | 74 |
|
|
2021
Q2 | $812K | Buy |
12,994
+1,295
| +11% | +$80.9K | 0.25% | 127 |
|
|
2021
Q1 | $716K | Buy |
+11,699
| New | +$716K | 0.24% | 120 |
|