Merk Investments’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
-29,882
Closed -$754K 15
2023
Q3
$754K Buy
29,882
+274
+0.9% +$6.92K 0.85% 13
2023
Q2
$776K Sell
29,608
-11,418
-28% -$299K 0.62% 13
2023
Q1
$1.1M Sell
41,026
-562
-1% -$15.1K 0.96% 13
2022
Q4
$1.08M Sell
41,588
-16,496
-28% -$427K 0.97% 13
2022
Q3
$1.5M Buy
58,084
+5,378
+10% +$139K 1.48% 14
2022
Q2
$1.47K Buy
+52,706
New +$1.47K 0.33% 14