MWM
Merriman Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-112,338
| Closed | -$5.86M | – | 214 |
|
|
2024
Q1 | $5.86M | Sell |
112,338
-127
| -0.1% | -$6.62K | 0.26% | 45 |
|
|
2023
Q4 | $5.87M | Buy |
+112,465
| New | +$5.87M | 0.29% | 45 |
|
|
2022
Q2 | – | Sell |
-129,994
| Closed | -$7.89M | – | 202 |
|
|
2022
Q1 | $7.89M | Buy |
129,994
+2,160
| +2% | +$131K | 0.65% | 26 |
|
|
2021
Q4 | $8.04M | Sell |
127,834
-1,584
| -1% | -$99.6K | 0.59% | 28 |
|
|
2021
Q3 | $8.1M | Sell |
129,418
-2,778
| -2% | -$174K | 0.67% | 25 |
|
|
2021
Q2 | $8.26M | Buy |
+132,196
| New | +$8.26M | 0.71% | 26 |
|
|
2020
Q2 | – | Sell |
-6,261
| Closed | -$360K | – | 184 |
|
|
2020
Q1 | $360K | Buy |
+6,261
| New | +$360K | 0.08% | 104 |
|