Laurel Wealth Advisors (California)’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
Q4 | $802K | Sell |
30,960
-15,442
| -33% | -$400K | 0.08% | 262 |
|
|
2022
Q3 | $1.2M | Sell |
46,402
-13,126
| -22% | -$340K | 0.13% | 174 |
|
|
2022
Q2 | $1.66M | Sell |
59,528
-12,404
| -17% | -$346K | 0.17% | 134 |
|
|
2022
Q1 | $2.18M | Sell |
71,932
-241,088
| -77% | -$7.32M | 0.18% | 121 |
|
|
2021
Q4 | $9.84M | Buy |
313,020
+256,464
| +453% | +$8.06M | 0.76% | 20 |
|
|
2021
Q3 | $1.77M | Sell |
56,556
-188,568
| -77% | -$5.9M | 0.33% | 63 |
|
|
2021
Q2 | $7.66M | Buy |
245,124
+230,038
| +1,525% | +$7.19M | 0.99% | 16 |
|
|
2021
Q1 | $461K | Buy |
+15,086
| New | +$461K | 0.07% | 269 |
|
|
2019
Q4 | – | Sell |
-10,058
| Closed | -$285K | – | 471 |
|
|
2019
Q3 | $285K | Buy |
+10,058
| New | +$285K | 0.05% | 352 |
|