Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-533
| Closed | -$13.8K | – | 481 |
|
|
2024
Q4 | $13.8K | Sell |
533
-87
| -14% | -$2.25K | 0.01% | 537 |
|
|
2024
Q3 | $16.6K | Buy |
620
+88
| +17% | +$2.36K | 0.01% | 472 |
|
|
2024
Q2 | $13.8K | Sell |
532
-804
| -60% | -$20.9K | 0.01% | 474 |
|
|
2024
Q1 | $34.8K | Hold |
1,336
| – | – | 0.02% | 390 |
|
|
2023
Q4 | $34.9K | Buy |
+1,336
| New | +$34.9K | 0.02% | 362 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$3.54K | – | 735 |
|
|
2022
Q2 | $3.54K | Sell |
160
-14
| -8% | -$309 | ﹤0.01% | 581 |
|
|
2022
Q1 | $5K | Sell |
174
-11,522
| -99% | -$331K | ﹤0.01% | 577 |
|
|
2021
Q4 | $93 | Buy |
+11,696
| New | +$93 | ﹤0.01% | 818 |
|