Axxcess Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,946
| Closed | -$267K | – | 923 |
|
|
2024
Q3 | $267K | Sell |
9,946
-5,876
| -37% | -$158K | 0.01% | 726 |
|
|
2024
Q2 | $411K | Sell |
15,822
-5,740
| -27% | -$149K | 0.01% | 568 |
|
|
2024
Q1 | $562K | Sell |
21,562
-2,834
| -12% | -$73.9K | 0.02% | 509 |
|
|
2023
Q4 | $637K | Sell |
24,396
-32,476
| -57% | -$848K | 0.02% | 455 |
|
|
2023
Q3 | $1.44M | Buy |
+56,872
| New | +$1.44M | 0.05% | 252 |
|