Gray Wealth Management’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
Q4 | $574K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.36M | Hold |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $240K | Buy |
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