Johnson Financial Group Inc (Wisconsin)’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
Q1 | – | Sell |
-4,200
| Closed | -$110K | – | 967 |
|
|
2023
Q4 | $110K | Buy |
4,200
+3,824
| +1,017% | +$99.8K | 0.01% | 365 |
|
|
2023
Q3 | $9.49K | Buy |
376
+298
| +382% | +$7.52K | ﹤0.01% | 532 |
|
|
2023
Q2 | $2.05K | Buy |
+78
| New | +$2.05K | ﹤0.01% | 618 |
|
|
2022
Q4 | – | Sell |
-1,146
| Closed | -$30K | – | 665 |
|
|
2022
Q3 | $30K | Buy |
+1,146
| New | +$30K | ﹤0.01% | 400 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 794 |
|
|
2021
Q4 | $0 | Sell |
4
-18
| -82% | – | ﹤0.01% | 823 |
|
|
2021
Q3 | $0 | Buy |
22
+14
| +175% | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 796 |
|