LGWM
Litman Gregory 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 | $2.21M | Buy |
83,000
+2,121
| +3% | +$56.6K | 0.17% | 57 |
|
|
2025
Q1 | $2.17M | Sell |
80,879
-20,316
| -20% | -$546K | 0.19% | 54 |
|
|
2024
Q4 | $2.61M | Sell |
101,195
-636,684
| -86% | -$16.4M | 0.23% | 48 |
|
|
2024
Q3 | $39.6M | Sell |
737,879
-120,419
| -14% | -$6.46M | 3.31% | 8 |
|
|
2024
Q2 | $44.6M | Sell |
858,298
-82,670
| -9% | -$4.3M | 3.96% | 6 |
|
|
2024
Q1 | $49.1M | Sell |
940,968
-27,526
| -3% | -$1.44M | 4.45% | 7 |
|
|
2023
Q4 | $50.6M | Sell |
968,494
-42,978
| -4% | -$2.24M | 4.8% | 8 |
|
|
2023
Q3 | $51.1M | Sell |
1,011,472
-11,320
| -1% | -$572K | 5.27% | 6 |
|
|
2023
Q2 | $53.6M | Buy |
+1,022,792
| New | +$53.6M | 6.69% | 6 |
|
|
2023
Q1 | – | Sell |
-997,368
| Closed | -$51.7M | – | 83 |
|
|
2022
Q4 | $51.7M | Buy |
997,368
+69,759
| +8% | +$3.61M | 7.22% | 6 |
|
|
2022
Q3 | $48.1M | Buy |
927,609
+59,590
| +7% | +$3.09M | 7.68% | 4 |
|
|
2022
Q2 | $48.4M | Buy |
868,019
+115,519
| +15% | +$6.45M | 7.13% | 5 |
|
|
2022
Q1 | $45.7M | Buy |
752,500
+560,964
| +293% | +$34.1M | 6.68% | 5 |
|
|
2021
Q4 | $12M | Buy |
191,536
+122,268
| +177% | +$7.69M | 2.05% | 9 |
|
|
2021
Q3 | $4.34M | Buy |
69,268
+65,848
| +1,925% | +$4.12M | 0.82% | 20 |
|
|
2021
Q2 | $3.42K | Sell |
3,420
-30,855
| -90% | -$30.9K | 0.64% | 22 |
|
|
2021
Q1 | $2.1M | Sell |
34,275
-34,915
| -50% | -$2.14M | 0.41% | 27 |
|
|
2020
Q4 | $4.3M | Buy |
69,190
+5,279
| +8% | +$328K | 0.79% | 18 |
|
|
2020
Q3 | $3.94M | Buy |
63,911
+921
| +1% | +$56.8K | 0.81% | 16 |
|
|
2020
Q2 | $3.78M | Buy |
62,990
+584
| +0.9% | +$35.1K | 0.83% | 16 |
|
|
2020
Q1 | $3.59M | Sell |
62,406
-13,117
| -17% | -$754K | 0.9% | 17 |
|
|
2019
Q4 | $4.28M | Buy |
75,523
+3,030
| +4% | +$172K | 0.95% | 16 |
|
|
2019
Q3 | $4.12M | Buy |
72,493
+3,261
| +5% | +$185K | 1.01% | 16 |
|
|
2019
Q2 | $3.9M | Sell |
69,232
-413
| -0.6% | -$23.3K | 1.03% | 16 |
|
|
2019
Q1 | $3.83M | Buy |
69,645
+4,682
| +7% | +$257K | 1.04% | 16 |
|
|
2018
Q4 | $3.46M | Buy |
64,963
+2,113
| +3% | +$113K | 1.06% | 16 |
|
|
2018
Q3 | $3.39M | Buy |
62,850
+62,145
| +8,815% | +$3.35M | 1.14% | 18 |
|
|
2018
Q2 | $39K | Hold |
705
| – | – | 0.02% | 57 |
|
|
2018
Q1 | $39K | Hold |
705
| – | – | 0.02% | 106 |
|
|
2017
Q4 | $39 | Hold |
705
| – | – | 0.01% | 55 |
|
|
2017
Q3 | $39K | Buy |
+705
| New | +$39K | 0.02% | 55 |
|