Kades & Cheifetz’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
Q4 | $2.67M | Buy |
103,539
+37,615
| +57% | +$972K | 1.37% | 22 |
|
|
2024
Q3 | $1.77M | Sell |
65,924
-8,074
| -11% | -$217K | 1.01% | 29 |
|
|
2024
Q2 | $1.92M | Buy |
73,998
+76
| +0.1% | +$1.98K | 1.21% | 24 |
|
|
2024
Q1 | $1.93M | Sell |
73,922
-392
| -0.5% | -$10.2K | 1.23% | 22 |
|
|
2023
Q4 | $1.94M | Buy |
74,314
+342
| +0.5% | +$8.93K | 1.37% | 21 |
|
|
2023
Q3 | $1.87M | Sell |
73,972
-3,992
| -5% | -$101K | 1.48% | 20 |
|
|
2023
Q2 | $2.04M | Sell |
77,964
-1,198
| -2% | -$31.4K | 1.57% | 18 |
|
|
2023
Q1 | $2.12M | Buy |
79,162
+356
| +0.5% | +$9.54K | 1.67% | 17 |
|
|
2022
Q4 | $2.04M | Buy |
+78,806
| New | +$2.04M | 1.71% | 16 |
|