Newbridge Financial Services Group’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
2024
Q1
Sell
-314
Closed -$8.2K 1278
2023
Q4
$8.2K Hold
314
﹤0.01% 781
2023
Q3
$7.93K Hold
314
﹤0.01% 865
2023
Q2
$8.23K Hold
314
﹤0.01% 926
2023
Q1
$8.42K Hold
314
﹤0.01% 941
2022
Q4
$8.13K Hold
314
﹤0.01% 953
2022
Q3
$8K Sell
314
-360
-53% -$9.17K ﹤0.01% 949
2022
Q2
$19K Buy
+674
New +$19K 0.01% 677
2022
Q1
Sell
-482
Closed -$15K 1549
2021
Q4
$15K Sell
482
-298
-38% -$9.27K 0.01% 818
2021
Q3
$24K Buy
+780
New +$24K 0.02% 611