Meridian 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
Q4 | – | Sell |
-9,832
| Closed | -$248K | – | 614 |
|
|
2023
Q3 | $248K | Sell |
9,832
-29,770
| -75% | -$751K | 0.02% | 477 |
|
|
2023
Q2 | $1.04M | Sell |
39,602
-31,912
| -45% | -$837K | 0.09% | 189 |
|
|
2023
Q1 | $1.92M | Sell |
71,514
-558
| -0.8% | -$15K | 0.17% | 130 |
|
|
2022
Q4 | $1.87M | Sell |
72,072
-7,816
| -10% | -$202K | 0.18% | 123 |
|
|
2022
Q3 | $2.07M | Buy |
79,888
+25,896
| +48% | +$671K | 0.22% | 107 |
|
|
2022
Q2 | $1.51M | Buy |
+53,992
| New | +$1.51M | 0.12% | 183 |
|
|
2019
Q3 | – | Sell |
-1,302
| Closed | -$367 | – | 425 |
|
|
2019
Q2 | $367 | Buy |
+1,302
| New | +$367 | 0.01% | 422 |
|