Mattern Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $889K | Hold |
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|
2023
Q1 | $909K | Hold |
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|
2022
Q4 | $878K | Buy |
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|
2022
Q3 | $875K | Hold |
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|
2022
Q2 | $943K | Hold |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1M | Buy |
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