BWM
BCS 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 |
-4,338
| Closed | -$225K | – | 192 |
|
|
2022
Q3 | $225K | Buy |
4,338
+383
| +10% | +$19.9K | 0.11% | 163 |
|
|
2022
Q2 | $221K | Sell |
3,955
-4,629
| -54% | -$259K | 0.1% | 165 |
|
|
2022
Q1 | $521K | Buy |
8,584
+624
| +8% | +$37.9K | 0.22% | 102 |
|
|
2021
Q4 | $501K | Buy |
7,960
+677
| +9% | +$42.6K | 0.18% | 105 |
|
|
2021
Q3 | $456K | Buy |
7,283
+129
| +2% | +$8.08K | 0.19% | 98 |
|
|
2021
Q2 | $447K | Buy |
7,154
+2,204
| +45% | +$138K | 0.24% | 85 |
|
|
2021
Q1 | $303K | Buy |
4,950
+904
| +22% | +$55.3K | 0.14% | 116 |
|
|
2020
Q4 | $251K | Buy |
+4,046
| New | +$251K | 0.13% | 121 |
|