BMD
Better Money Decisions’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,429
| Closed | -$592K | – | 74 |
|
|
2022
Q4 | $592K | Sell |
11,429
-94,391
| -89% | -$4.89M | 0.51% | 36 |
|
|
2022
Q3 | $5.48M | Buy |
105,820
+6,180
| +6% | +$320K | 5.34% | 5 |
|
|
2022
Q2 | $5.56M | Buy |
99,640
+20,189
| +25% | +$1.13M | 4.71% | 5 |
|
|
2022
Q1 | $4.82M | Buy |
+79,451
| New | +$4.82M | 4.52% | 7 |
|
|
2021
Q4 | – | Sell |
-1,865
| Closed | -$117K | – | 473 |
|
|
2021
Q3 | $117K | Buy |
+1,865
| New | +$117K | 0.1% | 97 |
|