PWMG
Pinnacle Wealth Management Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
7,700
| – | – | 0.12% | 114 |
|
|
2025
Q1 | $207K | Sell |
7,700
-1,100
| -13% | -$29.6K | 0.14% | 99 |
|
|
2024
Q4 | $227K | Buy |
8,800
+4,400
| +100% | +$114K | 0.14% | 105 |
|
|
2024
Q3 | $236K | Sell |
4,400
-1,600
| -27% | -$85.8K | 0.15% | 104 |
|
|
2024
Q2 | $312K | Hold |
6,000
| – | – | 0.21% | 79 |
|
|
2024
Q1 | $313K | Hold |
6,000
| – | – | 0.23% | 78 |
|
|
2023
Q4 | $313K | Hold |
6,000
| – | – | 0.26% | 74 |
|
|
2023
Q3 | $303K | Hold |
6,000
| – | – | 0.28% | 71 |
|
|
2023
Q2 | $315K | Sell |
6,000
-165
| -3% | -$8.65K | 0.27% | 72 |
|
|
2023
Q1 | $331K | Sell |
6,165
-7,139
| -54% | -$383K | 0.29% | 72 |
|
|
2022
Q4 | $689K | Sell |
13,304
-400
| -3% | -$20.7K | 0.61% | 39 |
|
|
2022
Q3 | $710K | Sell |
13,704
-5,992
| -30% | -$310K | 0.63% | 37 |
|
|
2022
Q2 | $1.1M | Sell |
19,696
-1,256
| -6% | -$70.1K | 0.92% | 30 |
|
|
2022
Q1 | $1.27M | Sell |
20,952
-79,444
| -79% | -$4.82M | 0.96% | 30 |
|
|
2021
Q4 | $6.31M | Buy |
100,396
+180
| +0.2% | +$11.3K | 4.68% | 4 |
|
|
2021
Q3 | $6.27M | Buy |
100,216
+10,203
| +11% | +$639K | 4.72% | 2 |
|
|
2021
Q2 | $5.63M | Buy |
+90,013
| New | +$5.63M | 4.1% | 3 |
|