Albion Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,802
| Closed | -$99.2K | – | 515 |
|
|
2023
Q4 | $99.2K | Sell |
3,802
-130
| -3% | -$3.39K | 0.01% | 198 |
|
|
2023
Q3 | $99.3K | Hold |
3,932
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $103K | Hold |
3,932
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $105K | Hold |
3,932
| – | – | 0.01% | 183 |
|
|
2022
Q4 | $102K | Hold |
3,932
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $102K | Buy |
+3,932
| New | +$102K | 0.01% | 184 |
|
|
2022
Q1 | – | Sell |
-1,988
| Closed | -$62K | – | 660 |
|
|
2021
Q4 | $62K | Buy |
+1,988
| New | +$62K | ﹤0.01% | 273 |
|