YWM
Yoder 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 | $491K | Hold |
18,400
| – | – | 0.26% | 64 |
|
|
2025
Q1 | $495K | Hold |
18,400
| – | – | 0.28% | 64 |
|
|
2024
Q4 | $475K | Buy |
18,400
+9,200
| +100% | +$238K | 0.26% | 66 |
|
|
2024
Q3 | $493K | Hold |
9,200
| – | – | 0.3% | 59 |
|
|
2024
Q2 | $478K | Hold |
9,200
| – | – | 0.31% | 59 |
|
|
2024
Q1 | $480K | Hold |
9,200
| – | – | 0.31% | 57 |
|
|
2023
Q4 | $480K | Sell |
9,200
-1,700
| -16% | -$88.7K | 0.34% | 57 |
|
|
2023
Q3 | $550K | Sell |
10,900
-500
| -4% | -$25.2K | 0.45% | 50 |
|
|
2023
Q2 | $598K | Buy |
+11,400
| New | +$598K | 0.47% | 45 |
|