BWM
Birchcreek 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
Q2 | – | Sell |
-3,660
| Closed | -$222K | – | 119 |
|
|
2022
Q1 | $222K | Sell |
3,660
-146
| -4% | -$8.86K | 0.2% | 106 |
|
|
2021
Q4 | $239K | Sell |
3,806
-401
| -10% | -$25.2K | 0.21% | 102 |
|
|
2021
Q3 | $263K | Sell |
4,207
-344
| -8% | -$21.5K | 0.25% | 90 |
|
|
2021
Q2 | $284K | Sell |
4,551
-1,054
| -19% | -$65.8K | 0.27% | 85 |
|
|
2021
Q1 | $343K | Sell |
5,605
-33,888
| -86% | -$2.07M | 0.36% | 67 |
|
|
2020
Q4 | $2.45M | Buy |
+39,493
| New | +$2.45M | 2.4% | 7 |
|