Carolinas Wealth Consulting’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
Q1 | – | Sell |
-612
| Closed | -$16K | – | 1138 |
|
|
2023
Q4 | $16K | Sell |
612
-20
| -3% | -$522 | ﹤0.01% | 482 |
|
|
2023
Q3 | $15.8K | Sell |
632
-394
| -38% | -$9.86K | ﹤0.01% | 461 |
|
|
2023
Q2 | $26.9K | Buy |
1,026
+10
| +1% | +$262 | 0.01% | 431 |
|
|
2023
Q1 | $27.3K | Hold |
1,016
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $26.3K | Buy |
1,016
+20
| +2% | +$518 | 0.01% | 446 |
|
|
2022
Q3 | $26K | Sell |
996
-158
| -14% | -$4.12K | 0.01% | 410 |
|
|
2022
Q2 | $32K | Buy |
1,154
+24
| +2% | +$666 | 0.01% | 386 |
|
|
2022
Q1 | $34K | Buy |
1,130
+6
| +0.5% | +$181 | 0.01% | 408 |
|
|
2021
Q4 | $35K | Buy |
+1,124
| New | +$35K | 0.01% | 413 |
|