Gupta Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $342K | Buy |
12,306
+284
| +2% | +$7.89K | 0.08% | 176 |
|
|
2015
Q4 | $319K | Hold |
12,022
| – | – | 0.08% | 184 |
|
|
2015
Q3 | $323K | Sell |
12,022
-720
| -6% | -$19.3K | 0.08% | 180 |
|
|
2015
Q2 | $345K | Hold |
12,742
| – | – | 0.08% | 185 |
|
|
2015
Q1 | $350K | Buy |
+12,742
| New | +$350K | 0.1% | 157 |
|