WealthShield Partners’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 | $20.1K | Sell |
754
-1,879
| -71% | -$50.1K | ﹤0.01% | 470 |
|
|
2025
Q1 | $70.8K | Sell |
2,633
-600
| -19% | -$16.1K | 0.01% | 396 |
|
|
2024
Q4 | $83.5K | Buy |
3,233
+2,479
| +329% | +$64K | 0.01% | 357 |
|
|
2024
Q3 | $20.2K | Hold |
754
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $19.6K | Sell |
754
-78
| -9% | -$2.03K | ﹤0.01% | 403 |
|
|
2024
Q1 | $21.7K | Sell |
832
-16
| -2% | -$417 | ﹤0.01% | 396 |
|
|
2023
Q4 | $22.1K | Sell |
848
-1,778
| -68% | -$46.4K | ﹤0.01% | 404 |
|
|
2023
Q3 | $66.3K | Sell |
2,626
-1,148
| -30% | -$29K | 0.01% | 361 |
|
|
2023
Q2 | $98.9K | Sell |
3,774
-1,814
| -32% | -$47.6K | 0.01% | 343 |
|
|
2023
Q1 | $150K | Sell |
5,588
-3,612
| -39% | -$96.8K | 0.02% | 305 |
|
|
2022
Q4 | $238K | Buy |
9,200
+12
| +0.1% | +$311 | 0.05% | 267 |
|
|
2022
Q3 | $238K | Buy |
9,188
+1,396
| +18% | +$36.2K | 0.05% | 273 |
|
|
2022
Q2 | $217K | Buy |
7,792
+512
| +7% | +$14.3K | 0.04% | 278 |
|
|
2022
Q1 | $221K | Buy |
+7,280
| New | +$221K | 0.04% | 306 |
|