CIAS
CFS Investment Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-122,921
| Closed | -$6.86M | – | 343 |
|
|
2022
Q2 | $6.86M | Sell |
122,921
-4,287,782
| -97% | -$239M | 1.05% | 17 |
|
|
2022
Q1 | $73K | Buy |
4,410,703
+4,332,113
| +5,512% | +$71.7K | 0.32% | 47 |
|
|
2021
Q4 | $4.84M | Buy |
78,590
+19,023
| +32% | +$1.17M | 0.65% | 27 |
|
|
2021
Q3 | $3.73M | Buy |
+59,567
| New | +$3.73M | 0.51% | 40 |
|