WealthPlan Investment 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
2025
Q3
$530K Sell
2025
Q2
$533K Sell
2025
Q1
$551K Sell
2024
Q4
$553K Buy
2023
Q3
Sell
2023
Q2
$1.94K Sell
2023
Q1
$317K Sell
2022
Q4
$1.3M Sell
2022
Q3
$15M Buy
2022
Q1
$1.21M Buy