Perfromance Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
147,367
-4,640
| -3% | -$124K | 0.13% | 31 |
|
|
2025
Q1 | $4.09M | Sell |
152,007
-1,696
| -1% | -$45.6K | 0.15% | 28 |
|
|
2024
Q4 | $3.97M | Sell |
153,703
-13,795
| -8% | -$356K | 0.13% | 31 |
|
|
2024
Q3 | $4.49M | Sell |
167,498
-1,930
| -1% | -$51.8K | 0.15% | 29 |
|
|
2024
Q2 | $4.41M | Sell |
169,428
-5,880
| -3% | -$153K | 0.16% | 25 |
|
|
2024
Q1 | $4.57M | Sell |
175,308
-36,372
| -17% | -$949K | 0.19% | 35 |
|
|
2023
Q4 | $5.52M | Sell |
211,680
-3,906
| -2% | -$102K | 0.24% | 33 |
|
|
2023
Q3 | $5.44M | Buy |
215,586
+76,370
| +55% | +$1.93M | 0.26% | 35 |
|
|
2023
Q2 | $3.61M | Buy |
139,216
+100,846
| +263% | +$2.62M | 0.17% | 45 |
|
|
2023
Q1 | $1.03M | Buy |
+38,370
| New | +$1.03M | 0.05% | 74 |
|