Global Wealth Management Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.56K | Sell |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $2.41K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $2.44M | Sell |
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|
2020
Q4 | $2.97M | Sell |
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|
2020
Q3 | $3.26M | Buy |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $806K | Buy |
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|
2019
Q3 | $556K | Buy |
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