Crewe Advisors’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 |
-382
| Closed | -$10.2K | – | 776 |
|
|
2024
Q3 | $10.2K | Sell |
382
-12
| -3% | -$321 | ﹤0.01% | 493 |
|
|
2024
Q2 | $10.2K | Sell |
394
-76
| -16% | -$1.97K | ﹤0.01% | 685 |
|
|
2024
Q1 | $12.2K | Sell |
470
-1,390
| -75% | -$36.2K | ﹤0.01% | 593 |
|
|
2023
Q4 | $48.5K | Buy |
1,860
+1,390
| +296% | +$36.3K | 0.01% | 130 |
|
|
2023
Q3 | $11.8K | Sell |
470
-794
| -63% | -$20K | ﹤0.01% | 231 |
|
|
2023
Q2 | $33.1K | Sell |
1,264
-1,720
| -58% | -$45.1K | ﹤0.01% | 306 |
|
|
2023
Q1 | $80K | Buy |
2,984
+2,454
| +463% | +$65.8K | 0.01% | 255 |
|
|
2022
Q4 | $13.7K | Hold |
530
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $14K | Buy |
+530
| New | +$14K | ﹤0.01% | 571 |
|