Leading Edge Financial Planning’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
Q2 | – | Sell |
-8,070
| Closed | -$210K | – | 57 |
|
|
2024
Q1 | $210K | Sell |
8,070
-5,450
| -40% | -$142K | 0.09% | 48 |
|
|
2023
Q4 | $353K | Sell |
13,520
-14,288
| -51% | -$373K | 0.18% | 37 |
|
|
2023
Q3 | $702K | Sell |
27,808
-4,974
| -15% | -$126K | 0.45% | 31 |
|
|
2023
Q2 | $859K | Sell |
32,782
-848
| -3% | -$22.2K | 0.56% | 27 |
|
|
2023
Q1 | $901K | Sell |
33,630
-10,262
| -23% | -$275K | 0.65% | 25 |
|
|
2022
Q4 | $1.14M | Buy |
+43,892
| New | +$1.14M | 0.98% | 18 |
|