Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $954K | Sell |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $133K | Hold |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $134K | Sell |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $139K | Sell |
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|
2019
Q1 | $164K | Sell |
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|
2018
Q4 | $170K | Sell |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $333K | Sell |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $364K | Buy |
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|
2017
Q3 | $262K | Buy |
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|
2017
Q2 | $187K | Buy |
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|
2017
Q1 | $165K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $0 | Buy |
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