WMS
Wealth Management Solutions’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $791K | Sell |
15,664
-835
| -5% | -$42.2K | 0.54% | 20 |
|
|
2023
Q2 | $865K | Sell |
16,499
-40,431
| -71% | -$2.12M | 0.56% | 20 |
|
|
2023
Q1 | $3.05M | Sell |
56,930
-234,878
| -80% | -$12.6M | 1.76% | 10 |
|
|
2022
Q4 | $15.1M | Sell |
291,808
-4,799
| -2% | -$249K | 7.94% | 4 |
|
|
2022
Q3 | $15.4M | Buy |
296,607
+28,134
| +10% | +$1.46M | 8.95% | 4 |
|
|
2022
Q2 | $15M | Buy |
268,473
+143,892
| +116% | +$8.03M | 8.43% | 4 |
|
|
2022
Q1 | $7.56M | Buy |
+124,581
| New | +$7.56M | 3.93% | 7 |
|