WealthShield Partners’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 | $20.3K | Hold |
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|
2025
Q2 | $20.1K | Sell |
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|
2025
Q1 | $70.8K | Sell |
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|
2024
Q4 | $83.5K | Buy |
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|
2024
Q3 | $20.2K | Hold |
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|
2024
Q2 | $19.6K | Sell |
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|
2024
Q1 | $21.7K | Sell |
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|
2023
Q4 | $22.1K | Sell |
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|
2023
Q3 | $66.3K | Sell |
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|
2023
Q2 | $98.9K | Sell |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $221K | Buy |
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