Destination Wealth Management’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
Q3 | – | Sell |
-9,814
| Closed | -$274K | – | 197 |
|
|
2022
Q2 | $274K | Sell |
9,814
-1,270
| -11% | -$35.5K | 0.01% | 173 |
|
|
2022
Q1 | $336K | Buy |
+11,084
| New | +$336K | 0.01% | 155 |
|
|
2019
Q3 | – | Sell |
-1,290
| Closed | -$36K | – | 429 |
|
|
2019
Q2 | $36K | Sell |
1,290
-358
| -22% | -$9.99K | ﹤0.01% | 318 |
|
|
2019
Q1 | $45K | Buy |
1,648
+122
| +8% | +$3.33K | ﹤0.01% | 275 |
|
|
2018
Q4 | $41K | Sell |
1,526
-3,528
| -70% | -$94.8K | ﹤0.01% | 280 |
|
|
2018
Q3 | $136K | Buy |
5,054
+1,822
| +56% | +$49K | 0.01% | 182 |
|
|
2018
Q2 | $89K | Buy |
3,232
+3,208
| +13,367% | +$88.3K | 0.01% | 197 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 556 |
|