Walter & Keenan Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $617K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $682K | Sell |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $817K | Buy |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $604K | Sell |
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|
2022
Q3 | $641K | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $590K | Hold |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $635K | Buy |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $533K | Hold |
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|
2020
Q2 | $519K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Buy |
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