Clearstead Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$53.6K | – | 438 |
|
|
2024
Q3 | $53.6K | Hold |
2,000
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $52K | Hold |
2,000
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $52.2K | Hold |
2,000
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $52.2K | Hold |
2,000
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $50.5K | Hold |
2,000
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $52.4K | Buy |
+2,000
| New | +$52.4K | 0.02% | 209 |
|