MWM
Maltin 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 | $2.39M | Buy |
89,523
+3,798
| +4% | +$101K | 1.07% | 36 |
|
|
2025
Q1 | $2.31M | Buy |
85,725
+10,865
| +15% | +$292K | 1.08% | 35 |
|
|
2024
Q4 | $1.93M | Buy |
74,860
+38,327
| +105% | +$990K | 0.95% | 36 |
|
|
2024
Q3 | $1.96M | Buy |
36,533
+4,283
| +13% | +$230K | 0.95% | 38 |
|
|
2024
Q2 | $1.68M | Buy |
32,250
+2,127
| +7% | +$111K | 0.9% | 38 |
|
|
2024
Q1 | $1.57M | Buy |
30,123
+7,882
| +35% | +$411K | 0.88% | 37 |
|
|
2023
Q4 | $1.16M | Buy |
22,241
+8,466
| +61% | +$442K | 0.74% | 44 |
|
|
2023
Q3 | $695K | Buy |
13,775
+7,015
| +104% | +$354K | 0.49% | 63 |
|
|
2023
Q2 | $354K | Buy |
6,760
+432
| +7% | +$22.7K | 0.25% | 78 |
|
|
2023
Q1 | $339K | Buy |
6,328
+245
| +4% | +$13.1K | 0.24% | 79 |
|
|
2022
Q4 | $315K | Buy |
+6,083
| New | +$315K | 0.23% | 78 |
|