Concentric Wealth Management’s Schwab US TIPS ETF SCHP 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 | $240K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $691K | Hold |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $785K | Sell |
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|
2021
Q3 | $794K | Hold |
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|
2021
Q2 | $793K | Hold |
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|
2021
Q1 | $776K | Sell |
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|
2020
Q4 | $840K | Sell |
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|
2020
Q3 | $864K | Sell |
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|
2020
Q2 | $848K | Hold |
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|
2020
Q1 | $812K | Sell |
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|
2019
Q4 | $830K | Buy |
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