VT
Vise Technologies’s Schwab US TIPS ETF SCHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.67M | Buy |
+175,049
| New | +$4.67M | 0.19% | 114 |
|
2024
Q4 | $4.06M | Buy |
157,161
+73,492
| +88% | +$1.9M | 0.34% | 54 |
|
2024
Q3 | $4.49M | Buy |
83,669
+1,320
| +2% | +$70.8K | 0.57% | 36 |
|
2024
Q2 | $4.28M | Buy |
82,349
+15,848
| +24% | +$824K | 0.75% | 31 |
|
2024
Q1 | $3.47M | Buy |
66,501
+616
| +0.9% | +$32.1K | 0.68% | 38 |
|
2023
Q4 | $3.44M | Sell |
65,885
-34,089
| -34% | -$1.78M | 0.74% | 34 |
|
2023
Q3 | $5.05M | Sell |
99,974
-18,954
| -16% | -$957K | 1.24% | 18 |
|
2023
Q2 | $6.24M | Buy |
118,928
+15,339
| +15% | +$804K | 1.51% | 14 |
|
2023
Q1 | $5.55M | Buy |
103,589
+7,681
| +8% | +$412K | 1.46% | 13 |
|
2022
Q4 | $4.97M | Sell |
95,908
-3,113
| -3% | -$161K | 1.55% | 12 |
|
2022
Q3 | $5.13M | Buy |
99,021
+23,754
| +32% | +$1.23M | 1.93% | 11 |
|
2022
Q2 | $4.2M | Buy |
75,267
+22,575
| +43% | +$1.26M | 1.63% | 13 |
|
2022
Q1 | $3.2M | Buy |
+52,692
| New | +$3.2M | 1.2% | 22 |
|