Copperleaf Capital’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
Q4 | – | Sell |
-9,202
| Closed | -$238K | – | 78 |
|
|
2022
Q3 | $238K | Sell |
9,202
-19,878
| -68% | -$514K | 0.26% | 64 |
|
|
2022
Q2 | $811K | Sell |
29,080
-4,398
| -13% | -$123K | 0.82% | 38 |
|
|
2022
Q1 | $1.02M | Buy |
33,478
+640
| +2% | +$19.4K | 0.9% | 35 |
|
|
2021
Q4 | $1.03M | Buy |
32,838
+5,914
| +22% | +$186K | 0.89% | 39 |
|
|
2021
Q3 | $842K | Sell |
26,924
-3,976
| -13% | -$124K | 0.81% | 37 |
|
|
2021
Q2 | $966K | Sell |
30,900
-48
| -0.2% | -$1.5K | 0.95% | 38 |
|
|
2021
Q1 | $946K | Buy |
+30,948
| New | +$946K | 1.01% | 35 |
|