MAM
McLean Asset 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 | $2.71M | Sell |
102,137
-6,065
| -6% | -$161K | 0.71% | 23 |
|
|
2025
Q1 | $2.86M | Sell |
108,202
-12,245
| -10% | -$324K | 0.95% | 21 |
|
|
2024
Q4 | $3.11M | Buy |
120,447
+60,621
| +101% | +$1.57M | 0.93% | 22 |
|
|
2024
Q3 | $3.18M | Sell |
59,826
-5,520
| -8% | -$293K | 0.96% | 23 |
|
|
2024
Q2 | $3.41M | Buy |
65,346
+349
| +0.5% | +$18.2K | 1.1% | 20 |
|
|
2024
Q1 | $3.37M | Buy |
64,997
+9,616
| +17% | +$498K | 1.15% | 19 |
|
|
2023
Q4 | $2.87M | Sell |
55,381
-1,300
| -2% | -$67.3K | 1.08% | 20 |
|
|
2023
Q3 | $2.84M | Sell |
56,681
-16,316
| -22% | -$819K | 1.17% | 20 |
|
|
2023
Q2 | $3.83M | Buy |
72,997
+1,069
| +1% | +$56K | 1.5% | 16 |
|
|
2023
Q1 | $3.86M | Buy |
71,928
+976
| +1% | +$52.3K | 1.59% | 16 |
|
|
2022
Q4 | $3.67M | Buy |
70,952
+56,332
| +385% | +$2.92M | 1.25% | 18 |
|
|
2022
Q3 | $759K | Buy |
+14,620
| New | +$759K | 0.29% | 40 |
|