WCFA
Walkner Condon Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
19,037
-1,002
| -5% | -$26.7K | 0.09% | 156 |
|
|
2025
Q1 | $539K | Sell |
20,039
-5,400
| -21% | -$145K | 0.11% | 146 |
|
|
2024
Q4 | $657K | Buy |
25,439
+11,744
| +86% | +$303K | 0.13% | 128 |
|
|
2024
Q3 | $734K | Sell |
13,695
-1,691
| -11% | -$90.7K | 0.15% | 115 |
|
|
2024
Q2 | $800K | Sell |
15,386
-3,217
| -17% | -$167K | 0.17% | 106 |
|
|
2024
Q1 | $970K | Sell |
18,603
-2,039
| -10% | -$106K | 0.21% | 98 |
|
|
2023
Q4 | $1.08M | Sell |
20,642
-5,199
| -20% | -$271K | 0.25% | 91 |
|
|
2023
Q3 | $1.3M | Sell |
25,841
-466
| -2% | -$23.5K | 0.35% | 69 |
|
|
2023
Q2 | $1.38M | Sell |
26,307
-3,697
| -12% | -$194K | 0.37% | 66 |
|
|
2023
Q1 | $1.61M | Sell |
30,004
-4,010
| -12% | -$215K | 0.45% | 54 |
|
|
2022
Q4 | $1.76M | Sell |
34,014
-18,168
| -35% | -$941K | 0.53% | 42 |
|
|
2022
Q3 | $2.7M | Sell |
52,182
-7,239
| -12% | -$375K | 0.87% | 30 |
|
|
2022
Q2 | $3.32M | Sell |
59,421
-4,069
| -6% | -$227K | 1.04% | 27 |
|
|
2022
Q1 | $3.85M | Sell |
63,490
-27,042
| -30% | -$1.64M | 1.1% | 27 |
|
|
2021
Q4 | $5.69M | Buy |
+90,532
| New | +$5.69M | 3.71% | 4 |
|
|
2021
Q2 | – | Sell |
-63,990
| Closed | -$3.91M | – | 178 |
|
|
2021
Q1 | $3.91M | Buy |
63,990
+1,695
| +3% | +$104K | 1.52% | 16 |
|
|
2020
Q4 | $3.87M | Buy |
62,295
+27,350
| +78% | +$1.7M | 1.67% | 16 |
|
|
2020
Q3 | $2.15M | Buy |
+34,945
| New | +$2.15M | 1.15% | 21 |
|