Burt Wealth Advisors’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 |
|
|||||
|
2022
Q2 | $230K | Sell |
|
|||||
|
2022
Q1 | $17.7M | Buy |
|
|||||
|
2021
Q4 | $18M | Buy |
|
|||||
|
2021
Q3 | $16.8M | Buy |
|
|||||
|
2021
Q2 | $16.7M | Buy |
|
|||||
|
2021
Q1 | $16.2M | Buy |
|
|||||
|
2020
Q4 | $16.1M | Buy |
|
|||||
|
2020
Q3 | $15.8M | Buy |
|
|||||
|
2020
Q2 | $15.3M | Sell |
|
|||||
|
2020
Q1 | $14.7M | Buy |
|
|||||
|
2019
Q4 | $14.3M | Buy |
|
|||||
|
2019
Q3 | $14.1M | Buy |
|
|||||
|
2019
Q2 | $13.8M | Buy |
|
|||||
|
2019
Q1 | $13.4M | Buy |
|
|||||
|
2018
Q4 | $11.9M | Buy |
|
|||||
|
2018
Q3 | $11M | Buy |
|
|||||
|
2018
Q2 | $10.9M | Sell |
|
|||||
|
2018
Q1 | $11.6M | Buy |
|
|||||
|
2017
Q4 | $11.1M | Buy |
|
|||||
|
2017
Q3 | $11M | Buy |
|
|||||
|
2017
Q2 | $10.7M | Buy |
|
|||||
|
2017
Q1 | $9.67M | Buy |
|
|||||
|
2016
Q4 | $8.58M | Buy |
|
|||||
|
2016
Q3 | $486K | Buy |
|
|||||
|
2016
Q2 | $333K | Buy |
|
|||||
|
2016
Q1 | $107K | Sell |
|
|||||
|
2015
Q4 | $774K | Buy |
|
|||||
|
2015
Q3 | $212K | Sell |
|
|||||
|
2015
Q2 | $792K | Buy |
|
|||||
|
2015
Q1 | $408K | Sell |
|
|||||
|
2014
Q4 | $445K | Buy |
|