Financial Connections Group’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 |
-4,970
| Closed | -$129K | – | 312 |
|
2024
Q2 | $129K | Buy |
+4,970
| New | +$129K | 0.07% | 59 |
|
2024
Q1 | – | Sell |
-7,650
| Closed | -$199K | – | 249 |
|
2023
Q4 | $199K | Buy |
+7,650
| New | +$199K | 0.13% | 54 |
|
2022
Q1 | – | Sell |
-638
| Closed | -$20K | – | 298 |
|
2021
Q4 | $20K | Buy |
+638
| New | +$20K | 0.02% | 158 |
|