Keebeck Wealth 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 |
-8,160
| Closed | -$214K | – | 272 |
|
|
2023
Q2 | $214K | Sell |
8,160
-2,680
| -25% | -$70.3K | 0.03% | 252 |
|
|
2023
Q1 | $291K | Hold |
10,840
| – | – | 0.05% | 207 |
|
|
2022
Q4 | $281K | Sell |
10,840
-6,060
| -36% | -$157K | 0.05% | 203 |
|
|
2022
Q3 | $438K | Hold |
16,900
| – | – | 0.08% | 164 |
|
|
2022
Q2 | $472K | Sell |
16,900
-3,530
| -17% | -$98.6K | 0.09% | 164 |
|
|
2022
Q1 | $620K | Buy |
+20,430
| New | +$620K | 0.1% | 149 |
|