Tempus Wealth Planning’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $238K | Hold |
8,919
| – | – | 0.06% | 238 |
|
2025
Q1 | $240K | Hold |
8,919
| – | – | 0.07% | 227 |
|
2024
Q4 | $230K | Buy |
8,919
+737
| +9% | +$19K | 0.07% | 220 |
|
2024
Q3 | $219K | Sell |
8,182
-122
| -1% | -$3.27K | 0.08% | 206 |
|
2024
Q2 | $216K | Sell |
8,304
-28
| -0.3% | -$728 | 0.09% | 188 |
|
2024
Q1 | $217K | Sell |
8,332
-1,058
| -11% | -$27.6K | 0.1% | 183 |
|
2023
Q4 | $245K | Sell |
9,390
-288
| -3% | -$7.52K | 0.11% | 164 |
|
2023
Q3 | $244K | Sell |
9,678
-760
| -7% | -$19.2K | 0.12% | 144 |
|
2023
Q2 | $274K | Buy |
10,438
+84
| +0.8% | +$2.2K | 0.12% | 146 |
|
2023
Q1 | $278K | Buy |
10,354
+470
| +5% | +$12.6K | 0.14% | 130 |
|
2022
Q4 | $256K | Buy |
+9,884
| New | +$256K | 0.16% | 147 |
|