PWS
Physician Wealth Solutions’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
78,041
-3,880
| -5% | -$104K | 0.97% | 24 |
|
|
2025
Q1 | $2.2M | Sell |
81,921
-2,372
| -3% | -$63.8K | 1.11% | 23 |
|
|
2024
Q4 | $2.18M | Buy |
84,293
+364
| +0.4% | +$9.4K | 1.09% | 23 |
|
|
2024
Q3 | $2.21M | Buy |
83,929
+43,727
| +109% | +$1.15M | 1.1% | 23 |
|
|
2024
Q2 | $2.09M | Buy |
40,202
+481
| +1% | +$25K | 1.49% | 22 |
|
|
2024
Q1 | $2.07M | Buy |
39,721
+972
| +3% | +$50.7K | 1.74% | 21 |
|
|
2023
Q4 | $2.02M | Buy |
+38,749
| New | +$2.02M | 2.02% | 21 |
|