WWM
Wagner 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 | $354 | Sell |
13
-352
| -96% | -$9.59K | ﹤0.01% | 242 |
|
|
2025
Q1 | $9.82K | Buy |
365
+64
| +21% | +$1.72K | ﹤0.01% | 192 |
|
|
2024
Q4 | $7.77K | Buy |
301
+189
| +169% | +$4.88K | ﹤0.01% | 196 |
|
|
2024
Q3 | $6.01K | Buy |
112
+11
| +11% | +$590 | ﹤0.01% | 194 |
|
|
2024
Q2 | $5.25K | Buy |
101
+18
| +22% | +$936 | ﹤0.01% | 223 |
|
|
2024
Q1 | $4.33K | Sell |
83
-13
| -14% | -$678 | ﹤0.01% | 222 |
|
|
2023
Q4 | $4.99K | Buy |
96
+16
| +20% | +$831 | ﹤0.01% | 208 |
|
|
2023
Q3 | $4.05K | Buy |
80
+31
| +63% | +$1.57K | ﹤0.01% | 189 |
|
|
2023
Q2 | $2.57K | Buy |
49
+16
| +48% | +$839 | ﹤0.01% | 202 |
|
|
2023
Q1 | $1.76K | Buy |
33
+4
| +14% | +$213 | ﹤0.01% | 200 |
|
|
2022
Q4 | $1.49K | Sell |
29
-23
| -44% | -$1.18K | ﹤0.01% | 215 |
|
|
2022
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $3K | Sell |
52
-50
| -49% | -$2.89K | ﹤0.01% | 593 |
|
|
2022
Q1 | $6K | Buy |
102
+72
| +240% | +$4.24K | ﹤0.01% | 189 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 640 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 608 |
|
|
2021
Q2 | $2K | Sell |
30
-500
| -94% | -$33.3K | ﹤0.01% | 644 |
|
|
2021
Q1 | $32K | Hold |
530
| – | – | 0.03% | 292 |
|
|
2020
Q4 | $33K | Buy |
+530
| New | +$33K | 0.03% | 151 |
|
|
2018
Q1 | – | Sell |
-184
| Closed | -$10K | – | 777 |
|
|
2017
Q4 | $10K | Buy |
+184
| New | +$10K | 0.01% | 412 |
|