Nixon Peabody Trust’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
2020
Q1
Sell
-14,858
Closed -$421K 82
2019
Q4
$421K Buy
14,858
+40
+0.3% +$1.13K 0.21% 59
2019
Q3
$421K Sell
14,818
-18,360
-55% -$522K 0.22% 58
2019
Q2
$934K Hold
33,178
0.53% 48
2019
Q1
$912K Sell
33,178
-1,000
-3% -$27.5K 0.6% 49
2018
Q4
$910K Hold
34,178
0.72% 50
2018
Q3
$922K Sell
34,178
-1,232
-3% -$33.2K 0.63% 50
2018
Q2
$972K Buy
+35,410
New +$972K 0.75% 47