WAP
Wealthcare Advisory Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
1,141,633
+207,058
| +22% | +$5.52M | 0.69% | 28 |
|
|
2025
Q1 | $25.1M | Sell |
934,575
-110,122
| -11% | -$2.96M | 0.67% | 29 |
|
|
2024
Q4 | $27M | Buy |
1,044,697
+532,211
| +104% | +$13.7M | 0.75% | 25 |
|
|
2024
Q3 | $27.5M | Sell |
512,486
-133,180
| -21% | -$7.14M | 0.78% | 25 |
|
|
2024
Q2 | $33.6M | Sell |
645,666
-19,962
| -3% | -$1.04M | 1.05% | 20 |
|
|
2024
Q1 | $34.7M | Buy |
665,628
+3,720
| +0.6% | +$194K | 1.14% | 19 |
|
|
2023
Q4 | $34.6M | Sell |
661,908
-76,793
| -10% | -$4.01M | 1.37% | 12 |
|
|
2023
Q3 | $37.3M | Buy |
738,701
+32,278
| +5% | +$1.63M | 1.71% | 9 |
|
|
2023
Q2 | $37M | Sell |
706,423
-153,662
| -18% | -$8.06M | 1.66% | 9 |
|
|
2023
Q1 | $46.1M | Sell |
860,085
-39,779
| -4% | -$2.13M | 1.98% | 8 |
|
|
2022
Q4 | $46.6M | Buy |
899,864
+215,596
| +32% | +$11.2M | 2.23% | 6 |
|
|
2022
Q3 | $35.4M | Sell |
684,268
-157,401
| -19% | -$8.15M | 2.02% | 7 |
|
|
2022
Q2 | $47M | Buy |
841,669
+735,555
| +693% | +$41M | 2.84% | 5 |
|
|
2022
Q1 | $6.44M | Buy |
106,114
+54,345
| +105% | +$3.3M | 0.39% | 40 |
|
|
2021
Q4 | $3.26M | Buy |
51,769
+13,009
| +34% | +$818K | 0.19% | 66 |
|
|
2021
Q3 | $2.43M | Buy |
38,760
+8,270
| +27% | +$518K | 0.16% | 87 |
|
|
2021
Q2 | $1.91M | Buy |
30,490
+6,460
| +27% | +$404K | 0.13% | 109 |
|
|
2021
Q1 | $1.47M | Buy |
24,030
+1,669
| +7% | +$102K | 0.11% | 121 |
|
|
2020
Q4 | $1.39M | Buy |
22,361
+3,240
| +17% | +$201K | 0.12% | 104 |
|
|
2020
Q3 | $1.18M | Buy |
19,121
+2,709
| +17% | +$167K | 0.13% | 102 |
|
|
2020
Q2 | $985K | Sell |
16,412
-4,769
| -23% | -$286K | 0.12% | 104 |
|
|
2020
Q1 | $1.22M | Sell |
21,181
-126,522
| -86% | -$7.28M | 0.18% | 75 |
|
|
2019
Q4 | $8.36M | Buy |
147,703
+11,916
| +9% | +$675K | 1.06% | 17 |
|
|
2019
Q3 | $7.71M | Buy |
135,787
+15,632
| +13% | +$887K | 1.12% | 17 |
|
|
2019
Q2 | $6.77M | Buy |
120,155
+6,316
| +6% | +$356K | 1.07% | 16 |
|
|
2019
Q1 | $6.26M | Buy |
113,839
+89,496
| +368% | +$4.92M | 1.07% | 18 |
|
|
2018
Q4 | $1.3M | Buy |
24,343
+24,193
| +16,129% | +$1.29M | 0.25% | 57 |
|
|
2018
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 908 |
|
|
2018
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 903 |
|
|
2018
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 777 |
|
|
2017
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 722 |
|
|
2017
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 589 |
|