Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,974
| Closed | -$546K | – | 390 |
|
|
2022
Q1 | $546K | Sell |
17,974
-341,114
| -95% | -$10.4M | 0.04% | 251 |
|
|
2021
Q4 | $11.3M | Buy |
359,088
+17,236
| +5% | +$542K | 0.73% | 22 |
|
|
2021
Q3 | $10.7M | Buy |
341,852
+129,406
| +61% | +$4.05M | 0.76% | 22 |
|
|
2021
Q2 | $6.64M | Buy |
212,446
+24,424
| +13% | +$763K | 0.49% | 28 |
|
|
2021
Q1 | $5.75M | Buy |
188,022
+10,928
| +6% | +$334K | 0.46% | 29 |
|
|
2020
Q4 | $5.5M | Buy |
177,094
+13,150
| +8% | +$408K | 0.49% | 27 |
|
|
2020
Q3 | $5.05M | Buy |
163,944
+11,928
| +8% | +$368K | 0.53% | 26 |
|
|
2020
Q2 | $4.56M | Buy |
+152,016
| New | +$4.56M | 0.51% | 27 |
|