WMR
Wealth Management Resources’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
9,921
-635
| -6% | -$16.9K | 0.09% | 31 |
|
|
2025
Q1 | $284K | Hold |
10,556
| – | – | 0.1% | 30 |
|
|
2024
Q4 | $273K | Buy |
10,556
+6
| +0.1% | +$155 | 0.1% | 30 |
|
|
2024
Q3 | $566K | Sell |
10,550
-11,727
| -53% | -$629K | 0.23% | 27 |
|
|
2024
Q2 | $1.16M | Sell |
22,277
-204,271
| -90% | -$10.6M | 0.5% | 25 |
|
|
2024
Q1 | $11.8M | Buy |
226,548
+4,450
| +2% | +$232K | 5.11% | 10 |
|
|
2023
Q4 | $11.6M | Buy |
222,098
+19,957
| +10% | +$1.04M | 5.45% | 7 |
|
|
2023
Q3 | $10.2M | Buy |
202,141
+18,772
| +10% | +$948K | 4.93% | 7 |
|
|
2023
Q2 | $9.63M | Buy |
183,369
+162,046
| +760% | +$8.51M | 5.6% | 9 |
|
|
2023
Q1 | $1.14M | Sell |
21,323
-1,032
| -5% | -$55.3K | 0.7% | 19 |
|
|
2022
Q4 | $1.16M | Sell |
22,355
-3,001
| -12% | -$155K | 0.75% | 19 |
|
|
2022
Q3 | $1.31M | Buy |
25,356
+1,386
| +6% | +$71.7K | 0.87% | 19 |
|
|
2022
Q2 | $134K | Sell |
23,970
-11,241
| -32% | -$62.8K | 0.08% | 40 |
|
|
2022
Q1 | $2.14M | Sell |
35,211
-12,337
| -26% | -$749K | 1.48% | 16 |
|
|
2021
Q4 | $2.99M | Buy |
+47,548
| New | +$2.99M | 1.93% | 17 |
|