KWM
Kingsview 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 | $1.71M | Sell |
64,044
-292
| -0.5% | -$7.79K | 0.03% | 462 |
|
|
2025
Q1 | $1.73M | Sell |
64,336
-2,816
| -4% | -$75.7K | 0.03% | 418 |
|
|
2024
Q4 | $1.73M | Buy |
67,152
+33,267
| +98% | +$859K | 0.03% | 417 |
|
|
2024
Q3 | $1.82M | Sell |
33,885
-248
| -0.7% | -$13.3K | 0.04% | 395 |
|
|
2024
Q2 | $1.78M | Sell |
34,133
-258
| -0.8% | -$13.4K | 0.04% | 380 |
|
|
2024
Q1 | $1.79M | Sell |
34,391
-50
| -0.1% | -$2.61K | 0.05% | 363 |
|
|
2023
Q4 | $1.8M | Sell |
34,441
-569
| -2% | -$29.7K | 0.05% | 305 |
|
|
2023
Q3 | $1.77M | Sell |
35,010
-246
| -0.7% | -$12.4K | 0.06% | 306 |
|
|
2023
Q2 | $1.85M | Sell |
35,256
-2,334
| -6% | -$122K | 0.07% | 258 |
|
|
2023
Q1 | $2.02M | Sell |
37,590
-1,564
| -4% | -$83.8K | 0.08% | 236 |
|
|
2022
Q4 | $2.03M | Sell |
39,154
-5,924
| -13% | -$307K | 0.09% | 233 |
|
|
2022
Q3 | $2.34M | Sell |
45,078
-686
| -1% | -$35.5K | 0.11% | 203 |
|
|
2022
Q2 | $2.55M | Buy |
45,764
+7,920
| +21% | +$442K | 0.12% | 186 |
|
|
2022
Q1 | $2.3M | Sell |
37,844
-18,400
| -33% | -$1.12M | 0.1% | 209 |
|
|
2021
Q4 | $3.54M | Buy |
56,244
+6,648
| +13% | +$418K | 0.15% | 153 |
|
|
2021
Q3 | $3.1M | Buy |
49,596
+9,765
| +25% | +$611K | 0.15% | 157 |
|
|
2021
Q2 | $2.48M | Buy |
39,831
+8,213
| +26% | +$511K | 0.12% | 183 |
|
|
2021
Q1 | $1.94M | Buy |
31,618
+4,881
| +18% | +$299K | 0.11% | 199 |
|
|
2020
Q4 | $1.66M | Buy |
26,737
+5,288
| +25% | +$328K | 0.12% | 188 |
|
|
2020
Q3 | $1.32M | Buy |
21,449
+3,304
| +18% | +$204K | 0.12% | 186 |
|
|
2020
Q2 | $1.09M | Buy |
18,145
+2,036
| +13% | +$122K | 0.11% | 191 |
|
|
2020
Q1 | $926K | Buy |
16,109
+1,913
| +13% | +$110K | 0.13% | 191 |
|
|
2019
Q4 | $804K | Buy |
14,196
+1,887
| +15% | +$107K | 0.1% | 222 |
|
|
2019
Q3 | $699K | Buy |
12,309
+1,179
| +11% | +$67K | 0.11% | 203 |
|
|
2019
Q2 | $627K | Buy |
11,130
+2,232
| +25% | +$126K | 0.11% | 207 |
|
|
2019
Q1 | $489K | Buy |
8,898
+1,860
| +26% | +$102K | 0.07% | 271 |
|
|
2018
Q4 | $375K | Buy |
7,038
+491
| +7% | +$26.2K | 0.08% | 250 |
|
|
2018
Q3 | $353K | Buy |
6,547
+793
| +14% | +$42.8K | 0.07% | 268 |
|
|
2018
Q2 | $316K | Buy |
5,754
+1,632
| +40% | +$89.6K | 0.08% | 259 |
|
|
2018
Q1 | $226K | Sell |
4,122
-369
| -8% | -$20.2K | 0.06% | 288 |
|
|
2017
Q4 | $249K | Buy |
+4,491
| New | +$249K | 0.09% | 267 |
|