Econ Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,810
| Closed | -$281K | – | 101 |
|
|
2024
Q2 | $281K | Buy |
10,810
+24
| +0.2% | +$624 | 0.17% | 91 |
|
|
2024
Q1 | $281K | Buy |
+10,786
| New | +$281K | 0.17% | 81 |
|
|
2022
Q4 | – | Sell |
-122,556
| Closed | -$3.17M | – | 75 |
|
|
2022
Q3 | $3.17M | Buy |
122,556
+49,680
| +68% | +$1.29M | 2.62% | 9 |
|
|
2022
Q2 | $2.03M | Buy |
72,876
+11,060
| +18% | +$309K | 1.64% | 26 |
|
|
2022
Q1 | $1.88M | Buy |
+61,816
| New | +$1.88M | 1.39% | 33 |
|