Lucia Wealth Services’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$825K Sell
2019
Q4
$1.71M Sell
2019
Q3
$1.84M Sell
2019
Q2
$2.04M Sell
2019
Q1
$6.63M Buy
2018
Q4
$5.69M Sell
2018
Q3
$7.51M Buy