Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-118
| Closed | -$3.05K | – | 1635 |
|
|
2024
Q4 | $3.05K | Buy |
+118
| New | +$3.05K | ﹤0.01% | 1198 |
|
|
2020
Q2 | – | Sell |
-118
| Closed | -$3K | – | 745 |
|
|
2020
Q1 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 824 |
|
|
2019
Q4 | – | Sell |
-140
| Closed | -$4K | – | 743 |
|
|
2019
Q3 | $4K | Buy |
140
+22
| +19% | +$629 | ﹤0.01% | 895 |
|
|
2019
Q2 | $3K | Sell |
118
-9,034
| -99% | -$230K | ﹤0.01% | 945 |
|
|
2019
Q1 | $252K | Buy |
+9,152
| New | +$252K | 0.08% | 196 |
|