WFA
Websterrogers Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
42,283
+1,509
| +4% | +$40.3K | 0.36% | 41 |
|
|
2025
Q1 | $1.1M | Buy |
40,774
+764
| +2% | +$20.5K | 0.37% | 39 |
|
|
2024
Q4 | $1.03M | Buy |
40,010
+20,108
| +101% | +$519K | 0.36% | 39 |
|
|
2024
Q3 | $1.07M | Sell |
19,902
-2,045
| -9% | -$110K | 0.37% | 38 |
|
|
2024
Q2 | $1.14M | Sell |
21,947
-254
| -1% | -$13.2K | 0.41% | 36 |
|
|
2024
Q1 | $1.16M | Buy |
22,201
+1,585
| +8% | +$82.7K | 0.41% | 38 |
|
|
2023
Q4 | $1.08M | Sell |
20,616
-992
| -5% | -$51.8K | 0.45% | 33 |
|
|
2023
Q3 | $1.09M | Buy |
21,608
+1,553
| +8% | +$78.4K | 0.48% | 32 |
|
|
2023
Q2 | $1.05M | Buy |
20,055
+609
| +3% | +$31.9K | 0.46% | 31 |
|
|
2023
Q1 | $1.04M | Sell |
19,446
-1,393
| -7% | -$74.7K | 0.48% | 31 |
|
|
2022
Q4 | $1.08M | Sell |
20,839
-2,970
| -12% | -$154K | 0.52% | 29 |
|
|
2022
Q3 | $1.23M | Buy |
23,809
+3,814
| +19% | +$198K | 0.65% | 21 |
|
|
2022
Q2 | $1.12M | Sell |
19,995
-8,313
| -29% | -$464K | 0.55% | 22 |
|
|
2022
Q1 | $1.7M | Buy |
28,308
+6,457
| +30% | +$388K | 0.87% | 22 |
|
|
2021
Q4 | $1.37M | Buy |
21,851
+892
| +4% | +$56.1K | 0.31% | 34 |
|
|
2021
Q3 | $1.31M | Buy |
20,959
+3,808
| +22% | +$238K | 0.3% | 30 |
|
|
2021
Q2 | $1.08M | Buy |
17,151
+2,994
| +21% | +$189K | 0.26% | 33 |
|
|
2021
Q1 | $866K | Buy |
14,157
+3,636
| +35% | +$222K | 0.23% | 29 |
|
|
2020
Q4 | $653K | Buy |
+10,521
| New | +$653K | 0.19% | 32 |
|