WAM
Walker Asset 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 | $281K | Sell |
10,524
-500
| -5% | -$13.3K | 0.16% | 107 |
|
|
2025
Q1 | $296K | Hold |
11,024
| – | – | 0.18% | 101 |
|
|
2024
Q4 | $285K | Buy |
11,024
+1,412
| +15% | +$36.5K | 0.18% | 102 |
|
|
2024
Q3 | $515K | Sell |
9,612
-1,650
| -15% | -$88.5K | 0.32% | 48 |
|
|
2024
Q2 | $586K | Sell |
11,262
-1,200
| -10% | -$62.4K | 0.39% | 43 |
|
|
2024
Q1 | $650K | Hold |
12,462
| – | – | 0.43% | 41 |
|
|
2023
Q4 | $651K | Hold |
12,462
| – | – | 0.47% | 39 |
|
|
2023
Q3 | $629K | Hold |
12,462
| – | – | 0.56% | 36 |
|
|
2023
Q2 | $653K | Sell |
12,462
-385
| -3% | -$20.2K | 0.54% | 37 |
|
|
2023
Q1 | $689K | Hold |
12,847
| – | – | 0.6% | 35 |
|
|
2022
Q4 | $665K | Sell |
12,847
-240
| -2% | -$12.4K | 0.58% | 33 |
|
|
2022
Q3 | $678K | Hold |
13,087
| – | – | 0.61% | 32 |
|
|
2022
Q2 | $730K | Sell |
13,087
-1,772
| -12% | -$98.8K | 0.66% | 32 |
|
|
2022
Q1 | $902K | Sell |
14,859
-400
| -3% | -$24.3K | 0.72% | 28 |
|
|
2021
Q4 | $960K | Buy |
+15,259
| New | +$960K | 0.84% | 23 |
|