Beacon Bridge Wealth Partners’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 |
-8,266
| Closed | -$216K | – | 110 |
|
|
2023
Q4 | $216K | Sell |
8,266
-836
| -9% | -$21.8K | 0.11% | 99 |
|
|
2023
Q3 | $230K | Sell |
9,102
-1,440
| -14% | -$36.4K | 0.12% | 85 |
|
|
2023
Q2 | $276K | Buy |
10,542
+72
| +0.7% | +$1.89K | 0.14% | 70 |
|
|
2023
Q1 | $281K | Sell |
10,470
-660
| -6% | -$17.7K | 0.17% | 68 |
|
|
2022
Q4 | $288K | Buy |
+11,130
| New | +$288K | 0.21% | 67 |
|