CWM
Circle Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,744
| Closed | -$1.08M | – | 223 |
|
|
2024
Q2 | $1.08M | Hold |
20,744
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $1.08M | Hold |
20,744
| – | – | 0.03% | 92 |
|
|
2023
Q4 | $1.08M | Sell |
20,744
-15,347
| -43% | -$801K | 0.03% | 80 |
|
|
2023
Q3 | $1.82M | Buy |
+36,091
| New | +$1.82M | 0.05% | 68 |
|