HHRDM
H&H Retirement Design & Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,819
| Closed | -$200K | – | 62 |
|
|
2023
Q2 | $200K | Buy |
+3,819
| New | +$200K | 0.13% | 55 |
|
|
2023
Q1 | – | Sell |
-37,217
| Closed | -$1.96M | – | 85 |
|
|
2022
Q4 | $1.96M | Sell |
37,217
-3,371
| -8% | -$177K | 1.65% | 16 |
|
|
2022
Q3 | $2.11M | Sell |
40,588
-4,680
| -10% | -$243K | 1.99% | 13 |
|
|
2022
Q2 | $2.57M | Sell |
45,268
-8,070
| -15% | -$458K | 1.87% | 13 |
|
|
2022
Q1 | $3.17M | Sell |
53,338
-1,981
| -4% | -$118K | 2.16% | 13 |
|
|
2021
Q4 | $3.37M | Sell |
55,319
-51,933
| -48% | -$3.17M | 2.13% | 13 |
|
|
2021
Q3 | $6.7M | Buy |
107,252
+2,580
| +2% | +$161K | 4.12% | 10 |
|
|
2021
Q2 | $6.59M | Sell |
104,672
-3,967
| -4% | -$250K | 4.04% | 10 |
|
|
2021
Q1 | $6.71M | Buy |
+108,639
| New | +$6.71M | 4.03% | 11 |
|
|
2020
Q3 | $5.55M | Buy |
+90,079
| New | +$5.55M | 4.36% | 9 |
|