Lido Advisors’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
Q4 | – | Sell |
-20,512
| Closed | -$518K | – | 1227 |
|
|
2023
Q3 | $518K | Buy |
20,512
+9,290
| +83% | +$235K | ﹤0.01% | 662 |
|
|
2023
Q2 | $294K | Buy |
+11,222
| New | +$294K | ﹤0.01% | 847 |
|
|
2020
Q3 | – | Sell |
-16,656
| Closed | -$500K | – | 602 |
|
|
2020
Q2 | $500K | Buy |
+16,656
| New | +$500K | 0.02% | 309 |
|