Disciplined Investments’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
Q3 | – | Sell |
-280
| Closed | -$7.34K | – | 1286 |
|
2023
Q2 | $7.34K | Hold |
280
| – | – | ﹤0.01% | 359 |
|
2023
Q1 | $7.51K | Hold |
280
| – | – | ﹤0.01% | 377 |
|
2022
Q4 | $7.25K | Hold |
280
| – | – | ﹤0.01% | 349 |
|
2022
Q3 | $7K | Hold |
280
| – | – | ﹤0.01% | 394 |
|
2022
Q2 | $8K | Hold |
280
| – | – | ﹤0.01% | 393 |
|
2022
Q1 | $8K | Hold |
280
| – | – | ﹤0.01% | 399 |
|
2021
Q4 | $9K | Hold |
280
| – | – | ﹤0.01% | 354 |
|
2021
Q3 | $9K | Hold |
280
| – | – | ﹤0.01% | 310 |
|
2021
Q2 | $9K | Hold |
280
| – | – | ﹤0.01% | 307 |
|
2021
Q1 | $9K | Hold |
280
| – | – | 0.01% | 268 |
|
2020
Q4 | $9K | Hold |
280
| – | – | 0.01% | 234 |
|
2020
Q3 | $9K | Hold |
280
| – | – | 0.01% | 264 |
|
2020
Q2 | $8K | Sell |
280
-248
| -47% | -$7.09K | 0.01% | 287 |
|
2020
Q1 | $15K | Hold |
528
| – | – | 0.01% | 246 |
|
2019
Q4 | $15K | Buy |
+528
| New | +$15K | 0.01% | 267 |
|