WealthPlan Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
19,967
-507
| -2% | -$13.5K | 0.04% | 231 |
|
|
2025
Q1 | $551K | Sell |
20,474
-933
| -4% | -$25.1K | 0.05% | 162 |
|
|
2024
Q4 | $553K | Buy |
+21,407
| New | +$553K | 0.05% | 161 |
|
|
2023
Q3 | – | Sell |
-74
| Closed | -$1.94K | – | 314 |
|
|
2023
Q2 | $1.94K | Sell |
74
-11,740
| -99% | -$308K | ﹤0.01% | 321 |
|
|
2023
Q1 | $317K | Sell |
11,814
-37,888
| -76% | -$1.02M | 0.05% | 136 |
|
|
2022
Q4 | $1.3M | Sell |
49,702
-510,500
| -91% | -$13.4M | 0.09% | 159 |
|
|
2022
Q3 | $15M | Buy |
+560,202
| New | +$15M | 1.09% | 29 |
|
|
2022
Q1 | $1.21M | Buy |
+40,860
| New | +$1.21M | 0.08% | 155 |
|