Dowling & Yahnke’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 |
-9,812
| Closed | -$274K | – | 386 |
|
|
2022
Q2 | $274K | Buy |
9,812
+1,640
| +20% | +$45.8K | 0.01% | 320 |
|
|
2022
Q1 | $248K | Buy |
8,172
+10
| +0.1% | +$303 | 0.01% | 339 |
|
|
2021
Q4 | $257K | Buy |
8,162
+1,650
| +25% | +$52K | 0.01% | 338 |
|
|
2021
Q3 | $204K | Hold |
6,512
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $204K | Buy |
+6,512
| New | +$204K | 0.01% | 354 |
|