Intersect Capital’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
Q1 | – | Sell |
-89,688
| Closed | -$2.82M | – | 463 |
|
2021
Q4 | $2.82M | Buy |
89,688
+17,798
| +25% | +$560K | 0.52% | 39 |
|
2021
Q3 | $2.25M | Buy |
71,890
+34,800
| +94% | +$1.09M | 0.38% | 54 |
|
2021
Q2 | $1.16M | Buy |
37,090
+12,776
| +53% | +$399K | 0.2% | 91 |
|
2021
Q1 | $744K | Buy |
+24,314
| New | +$744K | 0.15% | 112 |
|