AWA
Aaron Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,258
| Closed | -$572K | – | 238 |
|
|
2022
Q2 | $572K | Sell |
10,258
-629,200
| -98% | -$35.1M | 0.14% | 97 |
|
|
2022
Q1 | $10.5M | Buy |
+639,458
| New | +$10.5M | 0.15% | 73 |
|
|
2021
Q1 | – | Sell |
-26,397
| Closed | -$1.64M | – | 165 |
|
|
2020
Q4 | $1.64M | Buy |
+26,397
| New | +$1.64M | 0.6% | 36 |
|