Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $309K | Buy |
11,946
+3,554
| +42% | +$92K | 0.04% | 286 |
|
|
2022
Q3 | $217K | Sell |
8,392
-2,920
| -26% | -$75.5K | 0.07% | 208 |
|
|
2022
Q2 | $316K | Buy |
11,312
+182
| +2% | +$5.08K | 0.11% | 147 |
|
|
2022
Q1 | $338K | Buy |
+11,130
| New | +$338K | 0.09% | 173 |
|
|
2021
Q3 | $61K | Buy |
1,954
+1,726
| +757% | +$53.9K | 0.02% | 422 |
|
|
2021
Q2 | $7K | Buy |
+228
| New | +$7K | ﹤0.01% | 704 |
|