Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26
| Closed | -$697 | – | 490 |
|
|
2023
Q1 | $697 | Buy |
26
+4
| +18% | +$107 | ﹤0.01% | 431 |
|
|
2022
Q4 | $570 | Hold |
22
| – | – | ﹤0.01% | 691 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $1K | Sell |
22
-820
| -97% | -$37.3K | ﹤0.01% | 577 |
|
|
2021
Q4 | $26K | Buy |
+842
| New | +$26K | 0.01% | 301 |
|