MWM
MBE 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 | $7.74M | Buy |
290,133
+6,693
| +2% | +$179K | 3.37% | 8 |
|
|
2025
Q1 | $7.62M | Buy |
283,440
+38,553
| +16% | +$1.04M | 3.65% | 8 |
|
|
2024
Q4 | $6.33M | Buy |
244,887
+143,409
| +141% | +$3.7M | 3.56% | 6 |
|
|
2024
Q3 | $5.44M | Sell |
101,478
-108
| -0.1% | -$5.79K | 3% | 6 |
|
|
2024
Q2 | $5.28M | Buy |
101,586
+3,063
| +3% | +$159K | 3.2% | 6 |
|
|
2024
Q1 | $5.14M | Buy |
98,523
+89,720
| +1,019% | +$4.68M | 3.17% | 6 |
|
|
2023
Q4 | $460K | Buy |
+8,803
| New | +$460K | 0.24% | 51 |
|
|
2022
Q2 | – | Sell |
-5,168
| Closed | -$314K | – | 68 |
|
|
2022
Q1 | $314K | Buy |
+5,168
| New | +$314K | 0.19% | 46 |
|