Cypress Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,078
| Closed | -$204K | – | 55 |
|
|
2023
Q3 | $204K | Sell |
8,078
-12,200
| -60% | -$308K | 0.12% | 57 |
|
|
2023
Q2 | $529K | Sell |
20,278
-9,350
| -32% | -$244K | 0.3% | 31 |
|
|
2023
Q1 | $794K | Sell |
29,628
-3,436
| -10% | -$92.1K | 0.48% | 22 |
|
|
2022
Q4 | $859K | Sell |
33,064
-7,186
| -18% | -$187K | 0.57% | 22 |
|
|
2022
Q3 | $1.04M | Sell |
40,250
-63,726
| -61% | -$1.65M | 0.74% | 15 |
|
|
2022
Q2 | $2.9M | Buy |
+103,976
| New | +$2.9M | 1.99% | 12 |
|