IHWM
Iron Horse 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 | $129K | Sell |
4,847
-153
| -3% | -$4.08K | 0.04% | 73 |
|
|
2025
Q1 | $134K | Sell |
5,000
-1,524
| -23% | -$41K | 0.04% | 65 |
|
|
2024
Q4 | $169K | Buy |
6,524
+3,251
| +99% | +$84K | 0.06% | 58 |
|
|
2024
Q3 | $176K | Sell |
3,273
-1,003
| -23% | -$53.8K | 0.06% | 52 |
|
|
2024
Q2 | $222K | Sell |
4,276
-236
| -5% | -$12.3K | 0.08% | 42 |
|
|
2024
Q1 | $235K | Sell |
4,512
-2,906
| -39% | -$152K | 0.09% | 39 |
|
|
2023
Q4 | $387K | Sell |
7,418
-823
| -10% | -$43K | 0.17% | 28 |
|
|
2023
Q3 | $416K | Sell |
8,241
-6,346
| -44% | -$320K | 0.2% | 25 |
|
|
2023
Q2 | $765K | Sell |
14,587
-141,394
| -91% | -$7.41M | 0.38% | 20 |
|
|
2023
Q1 | $8.36M | Buy |
155,981
+8,412
| +6% | +$451K | 4.18% | 11 |
|
|
2022
Q4 | $7.64M | Buy |
147,569
+91,037
| +161% | +$4.72M | 4.13% | 11 |
|
|
2022
Q3 | $2.93M | Sell |
56,532
-136,914
| -71% | -$7.09M | 4.23% | 11 |
|
|
2022
Q2 | $10.8M | Buy |
193,446
+15,841
| +9% | +$884K | 6.14% | 5 |
|
|
2022
Q1 | $10.8M | Buy |
177,605
+12,027
| +7% | +$730K | 5.92% | 5 |
|
|
2021
Q4 | $10.4M | Buy |
165,578
+61,184
| +59% | +$3.85M | 5.85% | 6 |
|
|
2021
Q3 | $6.53M | Buy |
104,394
+14,182
| +16% | +$888K | 4.05% | 13 |
|
|
2021
Q2 | $5.64M | Buy |
+90,212
| New | +$5.64M | 3.72% | 13 |
|