Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Buy |
432,020
+1,866
| +0.4% | +$49.8K | 1.09% | 13 |
|
|
2026
Q1 | $11.4M | Buy |
430,154
+34,551
| +9% | +$922K | 1.14% | 10 |
|
|
2025
Q4 | $10.5M | Buy |
395,603
+14,195
| +4% | +$381K | 1.04% | 11 |
|
|
2025
Q3 | $10.3M | Buy |
381,408
+20,749
| +6% | +$555K | 1.04% | 10 |
|
|
2025
Q2 | $9.62M | Buy |
360,659
+9,439
| +3% | +$250K | 1.02% | 10 |
|
|
2025
Q1 | $9.44M | Sell |
351,220
-8,165
| -2% | -$215K | 0.96% | 11 |
|
|
2024
Q4 | $9.28M | Buy |
359,385
+14,567
| +4% | +$383K | 0.94% | 11 |
|
|
2024
Q3 | $9.25M | Sell |
344,818
-8,638
| -2% | -$228K | 0.93% | 11 |
|
|
2024
Q2 | $9.19M | Buy |
353,456
+6,790
| +2% | +$176K | 0.98% | 10 |
|
|
2024
Q1 | $9.04M | Buy |
346,666
+6,964
| +2% | +$181K | 1% | 10 |
|
|
2023
Q4 | $8.87M | Sell |
339,702
-51,316
| -13% | -$1.31M | 1.01% | 8 |
|
|
2023
Q3 | $9.87M | Sell |
391,018
-32,606
| -8% | -$840K | 1.21% | 7 |
|
|
2023
Q2 | $11.1M | Buy |
423,624
+1,634
| +0.4% | +$43.3K | 1.3% | 6 |
|
|
2023
Q1 | $11.3M | Buy |
421,990
+53,594
| +15% | +$1.41M | 1.38% | 6 |
|
|
2022
Q4 | $9.54M | Sell |
368,396
-259,410
| -41% | -$6.79M | 1.22% | 8 |
|
|
2022
Q3 | $16.3M | Sell |
627,806
-107,408
| -15% | -$2.99M | 2.06% | 6 |
|
|
2022
Q2 | $20.5M | Buy |
735,214
+314,314
| +75% | +$9.12M | 2.25% | 4 |
|
|
2022
Q1 | $12.8M | Sell |
420,900
-39,968
| -9% | -$1.23M | 1.24% | 5 |
|
|
2021
Q4 | $14.5M | Buy |
460,868
+16,074
| +4% | +$506K | 1.33% | 6 |
|
|
2021
Q3 | $13.9M | Sell |
444,794
-27,646
| -6% | -$872K | 1.35% | 5 |
|
|
2021
Q2 | $14.8M | Sell |
472,440
-203,222
| -30% | -$6.3M | 1.42% | 6 |
|
|
2021
Q1 | $20.7M | Buy |
675,662
+1,918
| +0.3% | +$59.1K | 2.07% | 5 |
|
|
2020
Q4 | $20.9M | Buy |
673,744
+13,056
| +2% | +$401K | 2.18% | 5 |
|
|
2020
Q3 | $20.4M | Buy |
660,688
+3,512
| +0.5% | +$108K | 2.32% | 5 |
|
|
2020
Q2 | $19.7M | Sell |
657,176
-891,944
| -58% | -$26.4M | 2.4% | 5 |
|
|
2020
Q1 | $44.5M | Sell |
1,549,120
-1,114,014
| -42% | -$31.9M | 6% | 4 |
|
|
2019
Q4 | $75.4M | Buy |
2,663,134
+55,624
| +2% | +$1.58M | 8.98% | 3 |
|
|
2019
Q3 | $74M | Buy |
2,607,510
+524
| +0% | +$14.9K | 9.09% | 3 |
|
|
2019
Q2 | $73.4M | Buy |
2,606,986
+5,052
| +0.2% | +$140K | 10.13% | 3 |
|
|
2019
Q1 | $71.6M | Buy |
2,601,934
+51,738
| +2% | +$1.4M | 10.2% | 3 |
|
|
2018
Q4 | $67.9M | Buy |
2,550,196
+2,549,530
| +382,812% | +$67.8M | 10.49% | 3 |
|
|
2018
Q3 | $18K | Hold |
666
| – | – | ﹤0.01% | 142 |
|
|
2018
Q2 | $18K | Hold |
666
| – | – | ﹤0.01% | 136 |
|
|
2018
Q1 | $18K | Sell |
666
-250
| -27% | -$6.84K | ﹤0.01% | 122 |
|
|
2017
Q4 | $25K | Hold |
916
| – | – | ﹤0.01% | 107 |
|
|
2017
Q3 | $25K | Hold |
916
| – | – | ﹤0.01% | 103 |
|
|
2017
Q2 | $25K | Hold |
916
| – | – | ﹤0.01% | 101 |
|
|
2017
Q1 | $25K | Buy |
+916
| New | +$25.3K | ﹤0.01% | 101 |
|
Other funds holding SCHP
QCM
AAG
WAP
LFA
MTC
AWM
MAM
AFFA
CWA
FFN