JT Stratford LLC’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
Q3 | – | Sell |
-9,690
| Closed | -$270K | – | 215 |
|
|
2022
Q2 | $270K | Sell |
9,690
-42
| -0.4% | -$1.17K | 0.09% | 180 |
|
|
2022
Q1 | $295K | Sell |
9,732
-3,842
| -28% | -$116K | 0.09% | 164 |
|
|
2021
Q4 | $427K | Buy |
+13,574
| New | +$427K | 0.12% | 150 |
|
|
2021
Q2 | – | Sell |
-8,172
| Closed | -$250K | – | 217 |
|
|
2021
Q1 | $250K | Buy |
+8,172
| New | +$250K | 0.09% | 174 |
|