Kingdom Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,323
| Closed | -$422K | – | 50 |
|
2024
Q4 | $422K | Buy |
16,323
+7,585
| +87% | +$196K | 0.29% | 31 |
|
2024
Q3 | $234K | Sell |
8,738
-1,618
| -16% | -$43.4K | 0.18% | 45 |
|
2024
Q2 | $269K | Sell |
10,356
-8,666
| -46% | -$225K | 0.18% | 42 |
|
2024
Q1 | $496K | Buy |
+19,022
| New | +$496K | 0.35% | 30 |
|
2023
Q4 | – | Sell |
-13,274
| Closed | -$335K | – | 82 |
|
2023
Q3 | $335K | Buy |
+13,274
| New | +$335K | 0.32% | 48 |
|