MWM
McNaughton 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
Q1 | – | Sell |
-121,905
| Closed | -$3.15M | – | 77 |
|
|
2024
Q4 | $3.15M | Buy |
121,905
+62,054
| +104% | +$1.6M | 1.52% | 20 |
|
|
2024
Q3 | $3.21M | Buy |
59,851
+1,037
| +2% | +$55.6K | 1.56% | 20 |
|
|
2024
Q2 | $3.06M | Buy |
58,814
+4,487
| +8% | +$233K | 1.62% | 18 |
|
|
2024
Q1 | $2.83M | Buy |
54,327
+2,990
| +6% | +$156K | 1.57% | 20 |
|
|
2023
Q4 | $2.68M | Buy |
51,337
+2,567
| +5% | +$134K | 1.59% | 21 |
|
|
2023
Q3 | $2.46M | Buy |
48,770
+26,954
| +124% | +$1.36M | 1.64% | 19 |
|
|
2023
Q2 | $1.14M | Buy |
+21,816
| New | +$1.14M | 0.73% | 34 |
|