Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $498K | Sell |
17,326
-622
| -3% | -$17.9K | 0.19% | 64 |
|
|
2019
Q4 | $508K | Sell |
17,948
-248
| -1% | -$7.02K | 0.18% | 71 |
|
|
2019
Q3 | $516K | Sell |
18,196
-2,816
| -13% | -$79.9K | 0.2% | 63 |
|
|
2019
Q2 | $592K | Sell |
21,012
-738
| -3% | -$20.8K | 0.26% | 51 |
|
|
2019
Q1 | $598K | Sell |
21,750
-436
| -2% | -$12K | 0.29% | 51 |
|
|
2018
Q4 | $591K | Buy |
22,186
+3,582
| +19% | +$95.4K | 0.32% | 45 |
|
|
2018
Q3 | $502K | Buy |
18,604
+1,218
| +7% | +$32.9K | 0.39% | 47 |
|
|
2018
Q2 | $477K | Buy |
17,386
+2,376
| +16% | +$65.2K | 0.43% | 44 |
|
|
2018
Q1 | $412K | Buy |
15,010
+5,398
| +56% | +$148K | 0.41% | 47 |
|
|
2017
Q4 | $266K | Buy |
+9,612
| New | +$266K | 0.29% | 62 |
|