Lowery Thomas LLC’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 | – | Sell |
-72,098
| Closed | -$1.87M | – | 41 |
|
|
2022
Q3 | $1.87M | Sell |
72,098
-28,470
| -28% | -$738K | 2.18% | 18 |
|
|
2022
Q2 | $2.81M | Sell |
100,568
-180,116
| -64% | -$5.03M | 2.68% | 16 |
|
|
2022
Q1 | $8.52M | Sell |
280,684
-150,974
| -35% | -$4.58M | 6.61% | 2 |
|
|
2021
Q4 | $13.6M | Buy |
+431,658
| New | +$13.6M | 9.36% | 1 |
|