WLIM
White Lighthouse Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
84,829
-3,374
| -4% | -$90K | 0.37% | 43 |
|
|
2025
Q1 | $2.37M | Sell |
88,203
-3,546
| -4% | -$95.4K | 0.42% | 39 |
|
|
2024
Q4 | $2.37M | Buy |
91,749
+49,524
| +117% | +$1.28M | 0.42% | 40 |
|
|
2024
Q3 | $2.26M | Buy |
42,225
+1,885
| +5% | +$101K | 0.41% | 41 |
|
|
2024
Q2 | $2.1M | Buy |
40,340
+1,502
| +4% | +$78.1K | 0.4% | 41 |
|
|
2024
Q1 | $2.03M | Buy |
38,838
+9,352
| +32% | +$488K | 0.41% | 41 |
|
|
2023
Q4 | $1.54M | Sell |
29,486
-2,433
| -8% | -$127K | 0.34% | 48 |
|
|
2023
Q3 | $1.61M | Sell |
31,919
-3,099
| -9% | -$156K | 0.39% | 43 |
|
|
2023
Q2 | $1.84M | Sell |
35,018
-783
| -2% | -$41.1K | 0.44% | 40 |
|
|
2023
Q1 | $1.92M | Sell |
35,801
-1,395
| -4% | -$74.8K | 0.48% | 38 |
|
|
2022
Q4 | $1.93M | Sell |
37,196
-4,788
| -11% | -$248K | 0.52% | 37 |
|
|
2022
Q3 | $2.18M | Sell |
41,984
-1,228
| -3% | -$63.6K | 0.63% | 34 |
|
|
2022
Q2 | $2.41M | Sell |
43,212
-1,627
| -4% | -$90.8K | 0.69% | 33 |
|
|
2022
Q1 | $2.72M | Sell |
44,839
-1,704
| -4% | -$103K | 0.69% | 34 |
|
|
2021
Q4 | $2.93M | Buy |
46,543
+8
| +0% | +$503 | 0.73% | 34 |
|
|
2021
Q3 | $2.91M | Sell |
46,535
-1,423
| -3% | -$89K | 0.78% | 31 |
|
|
2021
Q2 | $3M | Buy |
47,958
+426
| +0.9% | +$26.6K | 0.82% | 30 |
|
|
2021
Q1 | $2.91M | Buy |
47,532
+478
| +1% | +$29.2K | 0.89% | 28 |
|
|
2020
Q4 | $2.92M | Buy |
47,054
+4,030
| +9% | +$250K | 0.93% | 28 |
|
|
2020
Q3 | $2.65M | Sell |
43,024
-625
| -1% | -$38.5K | 0.92% | 27 |
|
|
2020
Q2 | $2.62M | Sell |
43,649
-1,844
| -4% | -$111K | 0.96% | 27 |
|
|
2020
Q1 | $2.62M | Buy |
45,493
+65
| +0.1% | +$3.74K | 1.09% | 25 |
|
|
2019
Q4 | $2.57M | Sell |
45,428
-339
| -0.7% | -$19.2K | 0.94% | 31 |
|
|
2019
Q3 | $2.6M | Sell |
45,767
-706
| -2% | -$40.1K | 1.05% | 27 |
|
|
2019
Q2 | $2.62M | Sell |
46,473
-105
| -0.2% | -$5.91K | 1.09% | 24 |
|
|
2019
Q1 | $2.56M | Buy |
46,578
+1,610
| +4% | +$88.6K | 1.18% | 22 |
|
|
2018
Q4 | $2.4M | Sell |
44,968
-10,153
| -18% | -$541K | 1.32% | 19 |
|
|
2018
Q3 | $2.97M | Sell |
55,121
-1,539
| -3% | -$83K | 1.52% | 18 |
|
|
2018
Q2 | $3.11M | Sell |
56,660
-743
| -1% | -$40.8K | 1.71% | 15 |
|
|
2018
Q1 | $3.15M | Buy |
57,403
+148
| +0.3% | +$8.12K | 1.81% | 14 |
|
|
2017
Q4 | $3.17M | Buy |
+57,255
| New | +$3.17M | 1.82% | 14 |
|