FIMG
Financial & Investment Management Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $6.05M | Sell |
113,674
-195,313
| -63% | -$10.4M | 2.21% | 11 |
|
|
2018
Q3 | $16.7M | Sell |
308,987
-7,539
| -2% | -$407K | 5.49% | 1 |
|
|
2018
Q2 | $17.4M | Sell |
316,526
-5,651
| -2% | -$310K | 5.49% | 1 |
|
|
2018
Q1 | $17.7M | Buy |
322,177
+15,194
| +5% | +$834K | 5.68% | 1 |
|
|
2017
Q4 | $17M | Buy |
+306,983
| New | +$17M | 5.9% | 3 |
|