Liberty 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
Q2 | – | Sell |
-136,400
| Closed | -$3.58M | – | 228 |
|
|
2023
Q1 | $3.58M | Buy |
+136,400
| New | +$3.58M | 0.74% | 36 |
|
|
2021
Q4 | – | Sell |
-658
| Closed | -$21K | – | 919 |
|
|
2021
Q3 | $21K | Buy |
+658
| New | +$21K | 0.01% | 638 |
|
|
2020
Q3 | – | Sell |
-692
| Closed | -$21K | – | 944 |
|
|
2020
Q2 | $21K | Buy |
+692
| New | +$21K | 0.01% | 377 |
|