Elmwood Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $941K | Sell |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q2 | $2.24M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q3 | $1.96M | Hold |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $849K | Buy |
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|
2018
Q4 | $528K | Buy |
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|
2018
Q3 | $511K | Buy |
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