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
Q4 | $497K | Sell |
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|
2025
Q3 | $530K | Sell |
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2025
Q2 | $533K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $553K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.94K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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