Grand 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,870
| Closed | -$256K | – | 60 |
|
|
2022
Q4 | $256K | Sell |
9,870
-13,158
| -57% | -$341K | 0.16% | 37 |
|
|
2022
Q3 | $596K | Sell |
23,028
-154
| -0.7% | -$3.99K | 0.31% | 28 |
|
|
2022
Q2 | $647K | Sell |
23,182
-312
| -1% | -$8.71K | 0.33% | 23 |
|
|
2022
Q1 | $713K | Sell |
23,494
-94
| -0.4% | -$2.85K | 0.33% | 24 |
|
|
2021
Q4 | $742K | Buy |
+23,588
| New | +$742K | 0.33% | 24 |
|