Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-115,432
| Closed | -$3.5M | – | 225 |
|
|
2022
Q1 | $3.5M | Sell |
115,432
-458,666
| -80% | -$13.9M | 1.33% | 21 |
|
|
2021
Q4 | $18.1M | Buy |
574,098
+270,788
| +89% | +$8.52M | 7.3% | 3 |
|
|
2021
Q3 | $9.49M | Buy |
303,310
+15,568
| +5% | +$487K | 4.3% | 9 |
|
|
2021
Q2 | $8.99M | Sell |
287,742
-25,596
| -8% | -$800K | 4.34% | 7 |
|
|
2021
Q1 | $9.58M | Sell |
313,338
-6,580
| -2% | -$201K | 5.55% | 7 |
|
|
2020
Q4 | $9.93M | Buy |
+319,918
| New | +$9.93M | 6.29% | 5 |
|