Jacobsen Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,654
| Closed | -$201K | – | 77 |
|
|
2023
Q2 | $201K | Buy |
7,654
+16
| +0.2% | +$419 | 0.1% | 71 |
|
|
2023
Q1 | $205K | Buy |
+7,638
| New | +$205K | 0.11% | 68 |
|
|
2022
Q3 | – | Sell |
-7,822
| Closed | -$218K | – | 53 |
|
|
2022
Q2 | $218K | Sell |
7,822
-742
| -9% | -$20.7K | 0.12% | 52 |
|
|
2022
Q1 | $260K | Buy |
+8,564
| New | +$260K | 0.12% | 53 |
|