WFI
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West Family Investments’s Schwab US TIPS ETF SCHP Stock Holding History

West Family Investments’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17M Buy
609,276
+68,542
+13% +$1.83M 5.96% 2
2025
Q4 		$15.1M Buy
540,734
+54,666
+11% +$1.47M 3.53% 5
2025
Q3 		$13.7M Buy
486,068
+6,281
+1% +$168K 3.06% 6
2025
Q2 		$13.4M Buy
479,787
+36,560
+8% +$967K 3.48% 6
2025
Q1 		$12.4M Buy
443,227
+16,305
+4% +$429K 4.68% 2
2024
Q4 		$11M Buy
426,922
+32,542
+8% +$855K 3.84% 3
2024
Q3 		$11.4M Hold
394,380
– – 3.87% 4
2024
Q2 		$10.8M Buy
394,380
+55,650
+16% +$1.44M 3.24% 2
2024
Q1 		$9.19M Hold
338,730
– – 2.85% 3
2023
Q4 		$9.19M Hold
338,730
– – 3.11% 4
2023
Q3 		$8.89M Buy
+338,730
New +$8.73M 3.1% 4
2023
Q2 		– Sell
-338,730
Closed -$9.43M – 261
2023
Q1 		$9.43M Hold
338,730
– – 3.74% 2
2022
Q4 		$9.11M Buy
+338,730
New +$8.86M 3.11% 3
2022
Q1 		– Sell
-339,606
Closed -$10.7M – 339
2021
Q4 		$10.7M Buy
339,606
+2,676
+0.8% +$84.3K 2.99% 3
2021
Q3 		$10.5M Buy
+336,930
New +$10.6M 2.8% 4

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