Freedom Investment Management’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
Q3 | – | Sell |
-10,178
| Closed | -$265K | – | 819 |
|
|
2024
Q2 | $265K | Buy |
+10,178
| New | +$265K | 0.02% | 642 |
|
|
2023
Q1 | – | Sell |
-68,902
| Closed | -$1.78M | – | 783 |
|
|
2022
Q4 | $1.78M | Buy |
68,902
+27,318
| +66% | +$707K | 0.2% | 125 |
|
|
2022
Q3 | $1.08M | Buy |
+41,584
| New | +$1.08M | 0.12% | 232 |
|
|
2021
Q1 | – | Sell |
-13,878
| Closed | -$431K | – | 902 |
|
|
2020
Q4 | $431K | Sell |
13,878
-2,030
| -13% | -$63K | 0.05% | 377 |
|
|
2020
Q3 | $490K | Sell |
15,908
-1,936
| -11% | -$59.6K | 0.05% | 290 |
|
|
2020
Q2 | $536K | Sell |
17,844
-366
| -2% | -$11K | 0.06% | 256 |
|
|
2020
Q1 | $524K | Buy |
+18,210
| New | +$524K | 0.05% | 336 |
|