LWM
LongView 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 | $1.31M | Sell |
49,063
-1,422
| -3% | -$37.9K | 0.4% | 56 |
|
|
2025
Q1 | $1.36M | Buy |
50,485
+81
| +0.2% | +$2.18K | 0.41% | 55 |
|
|
2024
Q4 | $1.3M | Buy |
50,404
+22,998
| +84% | +$594K | 0.4% | 57 |
|
|
2024
Q3 | $1.47M | Sell |
27,406
-1,427
| -5% | -$76.5K | 0.47% | 48 |
|
|
2024
Q2 | $1.5M | Sell |
28,833
-1,906
| -6% | -$99.1K | 0.55% | 42 |
|
|
2024
Q1 | $1.6M | Sell |
30,739
-10,234
| -25% | -$534K | 0.64% | 39 |
|
|
2023
Q4 | $2.13M | Buy |
+40,973
| New | +$2.13M | 0.95% | 25 |
|