WWM
WT 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
Q1 | $459K | Buy |
17,069
+1,695
| +11% | +$45.6K | 0.15% | 88 |
|
|
2024
Q4 | $397K | Buy |
15,374
+365
| +2% | +$9.43K | 0.12% | 96 |
|
|
2024
Q3 | $398K | Sell |
15,009
-7,728
| -34% | -$205K | 0.13% | 92 |
|
|
2024
Q2 | $1.18M | Sell |
22,737
-249
| -1% | -$13K | 0.4% | 66 |
|
|
2024
Q1 | $1.2M | Buy |
22,986
+15,410
| +203% | +$804K | 0.43% | 66 |
|
|
2023
Q4 | $395K | Sell |
7,576
-1,284
| -14% | -$67K | 0.16% | 84 |
|
|
2023
Q3 | $447K | Sell |
8,860
-436
| -5% | -$22K | 0.19% | 81 |
|
|
2023
Q2 | $487K | Sell |
9,296
-9,322
| -50% | -$489K | 0.2% | 82 |
|
|
2023
Q1 | $998K | Buy |
18,618
+7,010
| +60% | +$376K | 0.43% | 70 |
|
|
2022
Q4 | $601K | Buy |
11,608
+2,518
| +28% | +$130K | 0.29% | 68 |
|
|
2022
Q3 | $471K | Sell |
9,090
-2,890
| -24% | -$150K | 0.24% | 74 |
|
|
2022
Q2 | $668K | Buy |
11,980
+709
| +6% | +$39.5K | 0.33% | 80 |
|
|
2022
Q1 | $684K | Buy |
11,271
+2,952
| +35% | +$179K | 0.26% | 83 |
|
|
2021
Q4 | $523K | Sell |
8,319
-2,049
| -20% | -$129K | 0.19% | 89 |
|
|
2021
Q3 | $649K | Sell |
10,368
-154
| -1% | -$9.64K | 0.25% | 88 |
|
|
2021
Q2 | $658K | Buy |
10,522
+389
| +4% | +$24.3K | 0.27% | 93 |
|
|
2021
Q1 | $620K | Sell |
10,133
-17,423
| -63% | -$1.07M | 0.29% | 92 |
|
|
2020
Q4 | $1.71M | Buy |
27,556
+231
| +0.8% | +$14.3K | 0.93% | 36 |
|
|
2020
Q3 | $1.68M | Buy |
27,325
+22,067
| +420% | +$1.36M | 1.12% | 23 |
|
|
2020
Q2 | $315K | Sell |
5,258
-1,491
| -22% | -$89.3K | 0.25% | 69 |
|
|
2020
Q1 | $388K | Sell |
6,749
-696
| -9% | -$40K | 0.41% | 50 |
|
|
2019
Q4 | $421K | Buy |
7,445
+44
| +0.6% | +$2.49K | 0.32% | 55 |
|
|
2019
Q3 | $420K | Buy |
+7,401
| New | +$420K | 0.36% | 52 |
|