GWP
Gateway Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-52,584
| Closed | -$2.65M | – | 264 |
|
|
2023
Q3 | $2.65M | Sell |
52,584
-5,536
| -10% | -$280K | 0.48% | 43 |
|
|
2023
Q2 | $3.05M | Sell |
58,120
-607
| -1% | -$31.8K | 0.54% | 39 |
|
|
2023
Q1 | $3.15M | Sell |
58,727
-7,441
| -11% | -$399K | 0.48% | 37 |
|
|
2022
Q4 | $3.43M | Buy |
+66,168
| New | +$3.43M | 0.59% | 32 |
|