Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $758K | Buy |
24,214
+488
| +2% | +$15.3K | 0.05% | 335 |
|
|
2021
Q2 | $742K | Sell |
23,726
-5,304
| -18% | -$166K | 0.05% | 341 |
|
|
2021
Q1 | $888K | Buy |
29,030
+6,134
| +27% | +$188K | 0.06% | 267 |
|
|
2020
Q4 | $711K | Sell |
22,896
-954
| -4% | -$29.6K | 0.05% | 308 |
|
|
2020
Q3 | $724K | Buy |
23,850
+6,350
| +36% | +$193K | 0.06% | 272 |
|
|
2020
Q2 | $525K | Sell |
17,500
-37,040
| -68% | -$1.11M | 0.05% | 321 |
|
|
2020
Q1 | $1.57M | Buy |
54,540
+24,692
| +83% | +$710K | 0.18% | 111 |
|
|
2019
Q4 | $845K | Buy |
+29,848
| New | +$845K | 0.08% | 267 |
|