Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-682
| Closed | -$18K | – | 1083 |
|
|
2024
Q3 | $18K | Buy |
682
+6
| +0.9% | +$158 | 0.01% | 722 |
|
|
2024
Q2 | $17K | Buy |
676
+8
| +1% | +$201 | ﹤0.01% | 716 |
|
|
2024
Q1 | $17.5K | Sell |
668
-384
| -37% | -$10K | 0.01% | 699 |
|
|
2023
Q4 | $27K | Sell |
1,052
-3,262
| -76% | -$83.7K | 0.01% | 576 |
|
|
2023
Q3 | $109K | Buy |
+4,314
| New | +$109K | 0.04% | 302 |
|
|
2023
Q1 | $159K | Buy |
+5,924
| New | +$159K | 0.06% | 227 |
|
|
2022
Q4 | – | Sell |
-12,580
| Closed | -$325K | – | 970 |
|
|
2022
Q3 | $325K | Sell |
12,580
-278
| -2% | -$7.18K | 0.13% | 146 |
|
|
2022
Q2 | $359K | Buy |
12,858
+1,580
| +14% | +$44.1K | 0.16% | 136 |
|
|
2022
Q1 | $342K | Buy |
+11,278
| New | +$342K | 0.14% | 146 |
|