PWM
Prentice 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
Q2 | $24.8M | Buy |
928,865
+595,943
| +179% | +$15.9M | 6.51% | 4 |
|
|
2025
Q1 | $8.95M | Buy |
+332,922
| New | +$8.95M | 2.58% | 12 |
|
|
2021
Q4 | – | Sell |
-405
| Closed | -$25K | – | 261 |
|
|
2021
Q3 | $25K | Hold |
405
| – | – | 0.01% | 204 |
|
|
2021
Q2 | $25K | Hold |
405
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $25K | Buy |
+405
| New | +$25K | 0.01% | 201 |
|