Burleson & Co’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $120K | Sell |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $929K | Sell |
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|
2021
Q3 | $964K | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $2.05M | Sell |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $2.2M | Buy |
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