HWM
Horizons 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 | $1.06M | Buy |
39,884
+343
| +0.9% | +$9.15K | 0.76% | 25 |
|
|
2025
Q1 | $1.06M | Buy |
39,541
+206
| +0.5% | +$5.54K | 0.79% | 25 |
|
|
2024
Q4 | $1.02M | Buy |
39,335
+24,114
| +158% | +$623K | 0.77% | 25 |
|
|
2024
Q3 | $816K | Buy |
15,221
+107
| +0.7% | +$5.74K | 0.63% | 29 |
|
|
2024
Q2 | $790K | Buy |
15,114
+111
| +0.7% | +$5.8K | 0.62% | 29 |
|
|
2024
Q1 | $783K | Hold |
15,003
| – | – | 0.51% | 31 |
|
|
2023
Q4 | $783K | Buy |
15,003
+2,540
| +20% | +$133K | 0.51% | 31 |
|
|
2023
Q3 | $629K | Sell |
12,463
-66
| -0.5% | -$3.33K | 0.46% | 33 |
|
|
2023
Q2 | $657K | Buy |
12,529
+239
| +2% | +$12.5K | 0.47% | 30 |
|
|
2023
Q1 | $659K | Buy |
12,290
+134
| +1% | +$7.18K | 0.48% | 29 |
|
|
2022
Q4 | $630K | Buy |
12,156
+10,465
| +619% | +$542K | 0.5% | 27 |
|
|
2022
Q3 | $88K | Hold |
1,691
| – | – | 0.08% | 64 |
|
|
2022
Q2 | $96K | Buy |
+1,691
| New | +$96K | 0.08% | 66 |
|