WCM
Wealthcare Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Buy |
360,659
+9,439
| +3% | +$252K | 1.02% | 10 |
|
|
2025
Q1 | $9.44M | Sell |
351,220
-8,165
| -2% | -$220K | 0.96% | 11 |
|
|
2024
Q4 | $9.28M | Buy |
359,385
+186,976
| +108% | +$4.83M | 0.94% | 11 |
|
|
2024
Q3 | $9.25M | Sell |
172,409
-4,319
| -2% | -$232K | 0.93% | 11 |
|
|
2024
Q2 | $9.19M | Buy |
176,728
+3,395
| +2% | +$177K | 0.98% | 10 |
|
|
2024
Q1 | $9.04M | Buy |
173,333
+3,482
| +2% | +$182K | 1% | 10 |
|
|
2023
Q4 | $8.87M | Sell |
169,851
-25,658
| -13% | -$1.34M | 1.01% | 8 |
|
|
2023
Q3 | $9.87M | Sell |
195,509
-16,303
| -8% | -$823K | 1.21% | 7 |
|
|
2023
Q2 | $11.1M | Buy |
211,812
+817
| +0.4% | +$42.8K | 1.3% | 6 |
|
|
2023
Q1 | $11.3M | Buy |
210,995
+26,797
| +15% | +$1.44M | 1.38% | 6 |
|
|
2022
Q4 | $9.54M | Sell |
184,198
-129,705
| -41% | -$6.72M | 1.22% | 8 |
|
|
2022
Q3 | $16.3M | Sell |
313,903
-53,704
| -15% | -$2.78M | 2.06% | 6 |
|
|
2022
Q2 | $20.5M | Buy |
367,607
+157,157
| +75% | +$8.77M | 2.25% | 4 |
|
|
2022
Q1 | $12.8M | Sell |
210,450
-19,984
| -9% | -$1.21M | 1.24% | 5 |
|
|
2021
Q4 | $14.5M | Buy |
230,434
+8,037
| +4% | +$505K | 1.33% | 6 |
|
|
2021
Q3 | $13.9M | Sell |
222,397
-13,823
| -6% | -$865K | 1.35% | 5 |
|
|
2021
Q2 | $14.8M | Sell |
236,220
-101,611
| -30% | -$6.35M | 1.42% | 6 |
|
|
2021
Q1 | $20.7M | Buy |
337,831
+959
| +0.3% | +$58.7K | 2.07% | 5 |
|
|
2020
Q4 | $20.9M | Buy |
336,872
+6,528
| +2% | +$405K | 2.18% | 5 |
|
|
2020
Q3 | $20.4M | Buy |
330,344
+1,756
| +0.5% | +$108K | 2.32% | 5 |
|
|
2020
Q2 | $19.7M | Sell |
328,588
-445,972
| -58% | -$26.8M | 2.4% | 5 |
|
|
2020
Q1 | $44.5M | Sell |
774,560
-557,007
| -42% | -$32M | 6% | 4 |
|
|
2019
Q4 | $75.4M | Buy |
1,331,567
+27,812
| +2% | +$1.58M | 8.98% | 3 |
|
|
2019
Q3 | $74M | Buy |
1,303,755
+262
| +0% | +$14.9K | 9.09% | 3 |
|
|
2019
Q2 | $73.4M | Buy |
1,303,493
+2,526
| +0.2% | +$142K | 10.13% | 3 |
|
|
2019
Q1 | $71.6M | Buy |
1,300,967
+25,869
| +2% | +$1.42M | 10.2% | 3 |
|
|
2018
Q4 | $67.9M | Buy |
1,275,098
+1,274,765
| +382,812% | +$67.9M | 10.49% | 3 |
|
|
2018
Q3 | $18K | Hold |
333
| – | – | ﹤0.01% | 142 |
|
|
2018
Q2 | $18K | Hold |
333
| – | – | ﹤0.01% | 136 |
|
|
2018
Q1 | $18K | Sell |
333
-125
| -27% | -$6.76K | ﹤0.01% | 122 |
|
|
2017
Q4 | $25K | Hold |
458
| – | – | ﹤0.01% | 107 |
|
|
2017
Q3 | $25K | Hold |
458
| – | – | ﹤0.01% | 103 |
|
|
2017
Q2 | $25K | Hold |
458
| – | – | ﹤0.01% | 101 |
|
|
2017
Q1 | $25K | Buy |
+458
| New | +$25K | ﹤0.01% | 101 |
|