WCWM
Willow Creek Wealth 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 | $38.4M | Buy |
1,439,578
+139,376
| +11% | +$3.72M | 3.45% | 8 |
|
|
2025
Q1 | $35M | Buy |
1,300,202
+167,013
| +15% | +$4.49M | 3.4% | 9 |
|
|
2024
Q4 | $29.3M | Buy |
1,133,189
+626,411
| +124% | +$16.2M | 2.98% | 10 |
|
|
2024
Q3 | $27.2M | Buy |
506,778
+42,238
| +9% | +$2.27M | 2.86% | 11 |
|
|
2024
Q2 | $24.2M | Buy |
464,540
+60,974
| +15% | +$3.17M | 2.75% | 11 |
|
|
2024
Q1 | $21.1M | Buy |
403,566
+49,125
| +14% | +$2.56M | 2.46% | 11 |
|
|
2023
Q4 | $18.5M | Buy |
354,441
+44,766
| +14% | +$2.34M | 2.32% | 11 |
|
|
2023
Q3 | $15.6M | Sell |
309,675
-14,084
| -4% | -$711K | 2.33% | 11 |
|
|
2023
Q2 | $17M | Buy |
323,759
+14,391
| +5% | +$755K | 2.4% | 12 |
|
|
2023
Q1 | $16.6M | Buy |
309,368
+32,048
| +12% | +$1.72M | 2.56% | 11 |
|
|
2022
Q4 | $14.4M | Buy |
277,320
+112,021
| +68% | +$5.8M | 2.38% | 11 |
|
|
2022
Q3 | $8.56M | Sell |
165,299
-23,608
| -12% | -$1.22M | 1.66% | 13 |
|
|
2022
Q2 | $10.5M | Buy |
188,907
+27,508
| +17% | +$1.53M | 1.96% | 12 |
|
|
2022
Q1 | $9.8M | Buy |
161,399
+33,797
| +26% | +$2.05M | 1.97% | 12 |
|
|
2021
Q4 | $8.03M | Buy |
127,602
+10,495
| +9% | +$660K | 1.66% | 13 |
|
|
2021
Q3 | $7.33M | Buy |
117,107
+17,546
| +18% | +$1.1M | 1.62% | 14 |
|
|
2021
Q2 | $6.22M | Buy |
99,561
+24,295
| +32% | +$1.52M | 1.49% | 13 |
|
|
2021
Q1 | $4.6M | Buy |
75,266
+12,500
| +20% | +$764K | 1.69% | 12 |
|
|
2020
Q4 | $3.9M | Buy |
62,766
+19,874
| +46% | +$1.23M | 1.47% | 13 |
|
|
2020
Q3 | $2.64M | Buy |
42,892
+25,674
| +149% | +$1.58M | 1.09% | 12 |
|
|
2020
Q2 | $1.03M | Buy |
17,218
+8,970
| +109% | +$538K | 0.46% | 23 |
|
|
2020
Q1 | $474K | Buy |
+8,248
| New | +$474K | 0.24% | 32 |
|