EWM
Evercore Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,241
| Closed | -$288K | – | 438 |
|
|
2018
Q2 | $288K | Buy |
+5,241
| New | +$288K | 0.01% | 334 |
|
|
2018
Q1 | – | Sell |
-450
| Closed | -$25K | – | 712 |
|
|
2017
Q4 | $25K | Hold |
450
| – | – | ﹤0.01% | 689 |
|
|
2017
Q3 | $25K | Hold |
450
| – | – | ﹤0.01% | 674 |
|
|
2017
Q2 | $25K | Hold |
450
| – | – | ﹤0.01% | 681 |
|
|
2017
Q1 | $25K | Buy |
+450
| New | +$25K | ﹤0.01% | 722 |
|