Midwest Heritage Bank’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
Q1 | – | Sell |
-13,998
| Closed | -$362K | – | 59 |
|
|
2022
Q4 | $362K | Sell |
13,998
-3,176
| -18% | -$82.2K | 0.35% | 42 |
|
|
2022
Q3 | $445K | Sell |
17,174
-1,554
| -8% | -$40.3K | 0.47% | 37 |
|
|
2022
Q2 | $523K | Sell |
18,728
-910
| -5% | -$25.4K | 0.47% | 36 |
|
|
2022
Q1 | $596K | Buy |
19,638
+6,706
| +52% | +$204K | 0.47% | 33 |
|
|
2021
Q4 | $407K | Buy |
+12,932
| New | +$407K | 0.4% | 36 |
|