RWM
Revisor 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 | $2.84M | Buy |
106,883
+37,426
| +54% | +$993K | 1.02% | 17 |
|
|
2025
Q1 | $1.87M | Buy |
69,457
+36,340
| +110% | +$977K | 0.83% | 24 |
|
|
2024
Q4 | $857K | Buy |
33,117
+13,384
| +68% | +$346K | 0.79% | 28 |
|
|
2024
Q3 | $1.06M | Sell |
19,733
-1,932
| -9% | -$104K | 0.66% | 28 |
|
|
2024
Q2 | $1.13M | Sell |
21,665
-13,845
| -39% | -$720K | 0.78% | 23 |
|
|
2024
Q1 | $1.85M | Buy |
35,510
+24,621
| +226% | +$1.28M | 0.84% | 23 |
|
|
2023
Q4 | $568K | Sell |
10,889
-12,141
| -53% | -$634K | 0.65% | 32 |
|
|
2023
Q3 | $1.16M | Buy |
23,030
+6,022
| +35% | +$304K | 0.99% | 20 |
|
|
2023
Q2 | $892K | Sell |
17,008
-2,970
| -15% | -$156K | 0.8% | 31 |
|
|
2023
Q1 | $1.07M | Buy |
+19,978
| New | +$1.07M | 0.98% | 24 |
|