HCM
Hengehold 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 | $2.07M | Buy |
77,761
+2,462
| +3% | +$65.7K | 0.19% | 72 |
|
2025
Q1 | $2.02M | Buy |
75,299
+2,111
| +3% | +$56.8K | 0.19% | 69 |
|
2024
Q4 | $1.89M | Buy |
73,188
+43,255
| +145% | +$1.12M | 0.18% | 70 |
|
2024
Q3 | $1.61M | Sell |
29,933
-528
| -2% | -$28.3K | 0.15% | 71 |
|
2024
Q2 | $1.58M | Sell |
30,461
-370
| -1% | -$19.2K | 0.16% | 71 |
|
2024
Q1 | $1.61M | Buy |
30,831
+978
| +3% | +$51K | 0.17% | 71 |
|
2023
Q4 | $1.56M | Buy |
29,853
+2,578
| +9% | +$135K | 0.18% | 67 |
|
2023
Q3 | $1.38M | Sell |
27,275
-348
| -1% | -$17.6K | 0.18% | 66 |
|
2023
Q2 | $1.45M | Sell |
27,623
-384
| -1% | -$20.1K | 0.19% | 63 |
|
2023
Q1 | $1.5M | Sell |
28,007
-80,618
| -74% | -$4.32M | 0.21% | 64 |
|
2022
Q4 | $5.63M | Buy |
108,625
+30,276
| +39% | +$1.57M | 0.78% | 29 |
|
2022
Q3 | $4.06M | Buy |
78,349
+29,417
| +60% | +$1.52M | 0.62% | 29 |
|
2022
Q2 | $2.73M | Buy |
48,932
+6,870
| +16% | +$383K | 0.39% | 44 |
|
2022
Q1 | $2.55M | Buy |
42,062
+4,881
| +13% | +$296K | 0.35% | 48 |
|
2021
Q4 | $2.34M | Buy |
37,181
+27,366
| +279% | +$1.72M | 0.29% | 50 |
|
2021
Q3 | $614K | Buy |
9,815
+3,210
| +49% | +$201K | 0.08% | 77 |
|
2021
Q2 | $413K | Buy |
+6,605
| New | +$413K | 0.05% | 100 |
|