GWMIA
Global Wealth Management Investment Advisory’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-49
| Closed | -$2.56K | – | 378 |
|
|
2023
Q4 | $2.56K | Sell |
49
-2,335
| -98% | -$122K | ﹤0.01% | 382 |
|
|
2023
Q3 | $120K | Buy |
2,384
+2,338
| +5,083% | +$118K | 0.03% | 146 |
|
|
2023
Q2 | $2.41K | Buy |
+46
| New | +$2.41K | ﹤0.01% | 377 |
|
|
2022
Q3 | – | Sell |
-161
| Closed | -$9K | – | 407 |
|
|
2022
Q2 | $9K | Sell |
161
-554
| -77% | -$31K | ﹤0.01% | 293 |
|
|
2022
Q1 | $43K | Sell |
715
-53,384
| -99% | -$3.21M | 0.01% | 203 |
|
|
2021
Q4 | $3.4M | Buy |
54,099
+5,102
| +10% | +$321K | 1.02% | 33 |
|
|
2021
Q3 | $3.07M | Buy |
48,997
+6,342
| +15% | +$397K | 0.97% | 34 |
|
|
2021
Q2 | $2.67M | Buy |
42,655
+2,807
| +7% | +$175K | 0.89% | 38 |
|
|
2021
Q1 | $2.44M | Sell |
39,848
-7,967
| -17% | -$487K | 0.88% | 37 |
|
|
2020
Q4 | $2.97M | Sell |
47,815
-5,033
| -10% | -$312K | 1.15% | 28 |
|
|
2020
Q3 | $3.26M | Buy |
52,848
+1,842
| +4% | +$114K | 1.41% | 19 |
|
|
2020
Q2 | $3.06M | Buy |
51,006
+42,286
| +485% | +$2.54M | 1.31% | 22 |
|
|
2020
Q1 | $502K | Sell |
8,720
-5,519
| -39% | -$318K | 0.25% | 78 |
|
|
2019
Q4 | $806K | Buy |
14,239
+4,448
| +45% | +$252K | 0.34% | 75 |
|
|
2019
Q3 | $556K | Buy |
+9,791
| New | +$556K | 0.25% | 78 |
|