Bell Investment Advisors’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
Q3 | – | Sell |
-74
| Closed | -$1.93K | – | 1933 |
|
|
2024
Q2 | $1.93K | Buy |
+74
| New | +$1.93K | ﹤0.01% | 1367 |
|
|
2022
Q4 | – | Sell |
-136
| Closed | -$4K | – | 2022 |
|
|
2022
Q3 | $4K | Sell |
136
-60
| -31% | -$1.77K | ﹤0.01% | 835 |
|
|
2022
Q2 | $5K | Buy |
+196
| New | +$5K | ﹤0.01% | 733 |
|
|
2021
Q4 | $11K | Hold |
338
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $11K | Buy |
+338
| New | +$11K | ﹤0.01% | 432 |
|