AWM
AAF Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,679
| Closed | -$251K | – | 46 |
|
|
2023
Q1 | $251K | Hold |
4,679
| – | – | 0.16% | 34 |
|
|
2022
Q4 | $242K | Buy |
4,679
+87
| +2% | +$4.51K | 0.17% | 35 |
|
|
2022
Q3 | $238K | Buy |
4,592
+71
| +2% | +$3.68K | 0.19% | 30 |
|
|
2022
Q2 | $252K | Buy |
4,521
+89
| +2% | +$4.97K | 0.19% | 29 |
|
|
2022
Q1 | $269K | Buy |
+4,432
| New | +$269K | 0.18% | 27 |
|