Charles Schwab Investment Advisory’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $90.6M | Sell |
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|
2023
Q4 | $93.8M | Sell |
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|
2023
Q3 | $94.9M | Sell |
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|
2023
Q2 | $101M | Sell |
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|
2023
Q1 | $109M | Sell |
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|
2022
Q4 | $343M | Buy |
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|
2022
Q3 | $262M | Sell |
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|
2022
Q2 | $352M | Sell |
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|
2022
Q1 | $451M | Buy |
|
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|
2021
Q4 | $260M | Buy |
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|
2021
Q3 | $249M | Sell |
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|
2021
Q2 | $257M | Sell |
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|
2021
Q1 | $396M | Buy |
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|
2020
Q4 | $363M | Sell |
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|
2020
Q3 | $360M | Sell |
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|
2020
Q2 | $376M | Sell |
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|
2020
Q1 | $385M | Buy |
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|
2019
Q4 | $298M | Sell |
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|
2019
Q3 | $309M | Sell |
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|
2019
Q2 | $324M | Sell |
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|
2019
Q1 | $347M | Sell |
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|
2018
Q4 | $357M | Buy |
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|
2018
Q3 | $69.3M | Buy |
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|
2018
Q2 | $8.66M | Buy |
|