MinichMacGregor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $14K | Sell |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $38K | Sell |
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|
2015
Q4 | $38K | Buy |
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