LWA
Lowe Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-352
| Closed | -$18.4K | – | 329 |
|
|
2024
Q1 | $18.4K | Hold |
352
| – | – | 0.01% | 172 |
|
|
2023
Q4 | $18.4K | Hold |
352
| – | – | 0.01% | 163 |
|
|
2023
Q3 | $17.8K | Hold |
352
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $18.5K | Hold |
352
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $18.9K | Sell |
352
-37
| -10% | -$1.98K | 0.01% | 154 |
|
|
2022
Q4 | $20.1K | Hold |
389
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $20K | Hold |
389
| – | – | 0.01% | 148 |
|
|
2022
Q2 | $22K | Hold |
389
| – | – | 0.01% | 134 |
|
|
2022
Q1 | $24K | Buy |
+389
| New | +$24K | 0.01% | 138 |
|