BTWM
Baker Tilly Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,341
| Closed | -$277K | – | 560 |
|
|
2022
Q3 | $277K | Sell |
5,341
-3,378
| -39% | -$175K | 0.04% | 424 |
|
|
2022
Q2 | $487K | Buy |
8,719
+2,974
| +52% | +$166K | 0.06% | 313 |
|
|
2022
Q1 | $349K | Sell |
5,745
-10,671
| -65% | -$648K | 0.04% | 410 |
|
|
2021
Q4 | $1.03M | Buy |
16,416
+10,246
| +166% | +$644K | 0.11% | 189 |
|
|
2021
Q3 | $386K | Buy |
+6,170
| New | +$386K | 0.05% | 373 |
|