SWM
SigFig 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 | $1.61M | Buy |
60,445
+3,038
| +5% | +$80.8K | 0.05% | 88 |
|
|
2025
Q1 | $707K | Sell |
57,407
-49
| -0.1% | -$603 | 0.03% | 97 |
|
|
2024
Q4 | $736K | Buy |
57,456
+31,998
| +126% | +$410K | 0.03% | 94 |
|
|
2024
Q3 | $888K | Buy |
25,458
+2,693
| +12% | +$94K | 0.03% | 91 |
|
|
2024
Q2 | $916K | Buy |
22,765
+1,399
| +7% | +$56.3K | 0.03% | 92 |
|
|
2024
Q1 | $899K | Buy |
21,366
+1,740
| +9% | +$73.2K | 0.03% | 99 |
|
|
2023
Q4 | $956K | Buy |
19,626
+1,583
| +9% | +$77.1K | 0.04% | 95 |
|
|
2023
Q3 | $906K | Sell |
18,043
-1,260
| -7% | -$63.3K | 0.04% | 93 |
|
|
2023
Q2 | $1.14M | Sell |
19,303
-27,699
| -59% | -$1.64M | 0.04% | 88 |
|
|
2023
Q1 | $2.61M | Buy |
47,002
+31,170
| +197% | +$1.73M | 0.14% | 62 |
|
|
2022
Q4 | $951K | Sell |
15,832
-1,424
| -8% | -$85.5K | 0.05% | 82 |
|
|
2022
Q3 | $1.04M | Buy |
17,256
+302
| +2% | +$18.3K | 0.05% | 77 |
|
|
2022
Q2 | $1.1M | Sell |
16,954
-3,005
| -15% | -$194K | 0.06% | 74 |
|
|
2022
Q1 | $1.23M | Buy |
19,959
+1,040
| +5% | +$64.2K | 0.06% | 68 |
|
|
2021
Q4 | $1.22M | Buy |
18,919
+511
| +3% | +$32.8K | 0.06% | 65 |
|
|
2021
Q3 | $1.15M | Buy |
18,408
+515
| +3% | +$32.2K | 0.06% | 64 |
|
|
2021
Q2 | $1.12M | Buy |
17,893
+1,250
| +8% | +$78.1K | 0.06% | 62 |
|
|
2021
Q1 | $1.02M | Buy |
16,643
+1,409
| +9% | +$86.2K | 0.06% | 58 |
|
|
2020
Q4 | $946K | Buy |
15,234
+2,164
| +17% | +$134K | 0.07% | 54 |
|
|
2020
Q3 | $807K | Buy |
13,070
+1,766
| +16% | +$109K | 0.07% | 51 |
|
|
2020
Q2 | $678K | Buy |
11,304
+69
| +0.6% | +$4.14K | 0.07% | 51 |
|
|
2020
Q1 | $646K | Sell |
11,235
-2,717
| -19% | -$156K | 0.09% | 41 |
|
|
2019
Q4 | $790K | Sell |
13,952
-115
| -0.8% | -$6.51K | 0.1% | 37 |
|
|
2019
Q3 | $798K | Buy |
14,067
+1,321
| +10% | +$74.9K | 0.11% | 36 |
|
|
2019
Q2 | $718K | Buy |
12,746
+628
| +5% | +$35.4K | 0.11% | 41 |
|
|
2019
Q1 | $666K | Sell |
12,118
-165
| -1% | -$9.07K | 0.12% | 40 |
|
|
2018
Q4 | $654K | Sell |
12,283
-178
| -1% | -$9.48K | 0.14% | 39 |
|
|
2018
Q3 | $672K | Sell |
12,461
-698
| -5% | -$37.6K | 0.14% | 40 |
|
|
2018
Q2 | $723K | Sell |
13,159
-2,421
| -16% | -$133K | 0.19% | 38 |
|
|
2018
Q1 | $855K | Sell |
15,580
-42,636
| -73% | -$2.34M | 0.5% | 26 |
|
|
2017
Q4 | $3.22M | Buy |
58,216
+9,276
| +19% | +$513K | 1.54% | 18 |
|
|
2017
Q3 | $2.7M | Buy |
48,940
+2,376
| +5% | +$131K | 1.81% | 14 |
|
|
2017
Q2 | $2.56M | Buy |
46,564
+1,431
| +3% | +$78.8K | 1.89% | 14 |
|
|
2017
Q1 | $2.51M | Buy |
45,133
+480
| +1% | +$26.7K | 1.99% | 14 |
|
|
2016
Q4 | $2.46M | Buy |
+44,653
| New | +$2.46M | 2.11% | 14 |
|