Diversified Portfolios Inc’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 |
-8,738
| Closed | -$229K | – | 124 |
|
|
2023
Q2 | $229K | Sell |
8,738
-12,000
| -58% | -$315K | 0.05% | 119 |
|
|
2023
Q1 | $556K | Sell |
20,738
-5,100
| -20% | -$137K | 0.12% | 81 |
|
|
2022
Q4 | $669K | Sell |
25,838
-10,780
| -29% | -$279K | 0.15% | 74 |
|
|
2022
Q3 | $948K | Buy |
36,618
+780
| +2% | +$20.2K | 0.26% | 53 |
|
|
2022
Q2 | $1M | Buy |
+35,838
| New | +$1M | 0.28% | 50 |
|