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