FAM
Foothills Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.55M | Buy |
44,357
+949
| +2% | +$54.6K | 2.22% | 14 |
|
|
2019
Q4 | $2.46M | Sell |
43,408
-1,369
| -3% | -$77.5K | 1.76% | 26 |
|
|
2019
Q3 | $2.54M | Sell |
44,777
-137
| -0.3% | -$7.78K | 1.92% | 20 |
|
|
2019
Q2 | $2.53M | Sell |
44,914
-1,307
| -3% | -$73.6K | 1.96% | 20 |
|
|
2019
Q1 | $2.54M | Buy |
46,221
+757
| +2% | +$41.6K | 1.97% | 19 |
|
|
2018
Q4 | $2.42M | Sell |
45,464
-3,375
| -7% | -$180K | 2.06% | 17 |
|
|
2018
Q3 | $2.64M | Sell |
48,839
-795
| -2% | -$42.9K | 2.02% | 18 |
|
|
2018
Q2 | $2.73M | Buy |
49,634
+1,062
| +2% | +$58.3K | 2.09% | 15 |
|
|
2018
Q1 | $2.67M | Buy |
48,572
+29,033
| +149% | +$1.59M | 2.08% | 14 |
|
|
2017
Q4 | $1.08M | Buy |
19,539
+478
| +3% | +$26.5K | 0.82% | 43 |
|
|
2017
Q3 | $1.05M | Buy |
19,061
+2,073
| +12% | +$115K | 0.79% | 44 |
|
|
2017
Q2 | $935K | Buy |
16,988
+865
| +5% | +$47.6K | 0.73% | 44 |
|
|
2017
Q1 | $895K | Buy |
16,123
+2,447
| +18% | +$136K | 0.7% | 44 |
|
|
2016
Q4 | $750K | Buy |
+13,676
| New | +$750K | 0.58% | 46 |
|