Core Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-252
| Closed | -$8K | – | 226 |
|
|
2021
Q4 | $8K | Hold |
252
| – | – | ﹤0.01% | 165 |
|
|
2021
Q3 | $8K | Hold |
252
| – | – | 0.01% | 143 |
|
|
2021
Q2 | $8K | Hold |
252
| – | – | 0.01% | 137 |
|
|
2021
Q1 | $8K | Hold |
252
| – | – | 0.01% | 123 |
|
|
2020
Q4 | $8K | Hold |
252
| – | – | 0.01% | 124 |
|
|
2020
Q3 | $8K | Buy |
+252
| New | +$8K | 0.01% | 111 |
|