Founders Capital Management (Texas)’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
Q2 | – | Sell |
-386
| Closed | -$10.1K | – | 384 |
|
|
2024
Q1 | $10.1K | Hold |
386
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $10.1K | Buy |
386
+4
| +1% | +$104 | 0.01% | 288 |
|
|
2023
Q3 | $9.64K | Buy |
382
+4
| +1% | +$101 | 0.01% | 295 |
|
|
2023
Q2 | $9.9K | Buy |
378
+4
| +1% | +$105 | 0.01% | 308 |
|
|
2023
Q1 | $10K | Hold |
374
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $10K | Buy |
374
+6
| +2% | +$160 | 0.01% | 301 |
|
|
2022
Q3 | $10K | Sell |
368
-3,134
| -89% | -$85.2K | 0.01% | 299 |
|
|
2022
Q2 | $98K | Buy |
3,502
+3,152
| +901% | +$88.2K | 0.08% | 84 |
|
|
2022
Q1 | $11K | Hold |
350
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $11K | Buy |
350
+4
| +1% | +$126 | 0.01% | 264 |
|
|
2021
Q3 | $11K | Hold |
346
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $11K | Buy |
+346
| New | +$11K | 0.01% | 260 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$1K | – | 342 |
|
|
2018
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 334 |
|