Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $200K | Sell |
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|
2023
Q4 | $5.77M | Sell |
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|
2023
Q3 | $5.97M | Sell |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $10.7M | Sell |
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|
2022
Q4 | $27.5M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $936K | Sell |
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|
2022
Q1 | $40.5M | Buy |
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|
2021
Q4 | $39.4M | Buy |
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|
2021
Q3 | $38.3M | Buy |
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|
2021
Q2 | $35.7M | Buy |
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|
2021
Q1 | $33.5M | Buy |
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|
2020
Q4 | $28.5M | Buy |
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|
2020
Q3 | $26.8M | Buy |
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|
2020
Q2 | $25M | Buy |
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|
2020
Q1 | $14.1M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $131K | Sell |
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|
2018
Q2 | $974K | Buy |
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|
2018
Q1 | $74K | Buy |
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