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Foster Victor Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Foster Victor Wealth Advisors’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,258
Closed -$215K – 179
2023
Q4 		$215K Buy
+8,258
New +$210K 0.02% 159
2023
Q2 		– Sell
-8,000
Closed -$215K – 167
2023
Q1 		$215K Sell
8,000
-270
-3% -$7.11K 0.03% 151
2022
Q4 		$217K Sell
8,270
-308,688
-97% -$8.08M 0.03% 143
2022
Q3 		$8.22M Buy
316,958
+2,000
+0.6% +$55.6K 1.2% 34
2022
Q2 		$8.76M Sell
314,958
-7,100
-2% -$206K 1.3% 27
2022
Q1 		$9.57M Buy
322,058
+42,840
+15% +$1.31M 1.31% 28
2021
Q4 		$8.6M Buy
+279,218
New +$8.79M 1.17% 31

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