Northern Capital Management (Wisconsin)’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
2018
Q4
$1.82M Sell
68,230
-2,070
-3% -$55.1K 0.49% 82
2018
Q3
$1.9M Sell
70,300
-7,250
-9% -$196K 0.44% 90
2018
Q2
$2.13M Buy
77,550
+23,160
+43% +$636K 0.52% 83
2018
Q1
$1.49M Sell
54,390
-31,510
-37% -$864K 0.38% 99
2017
Q4
$2.38M Buy
85,900
+59,530
+226% +$1.65M 0.61% 63
2017
Q3
$729K Buy
+26,370
New +$729K 0.23% 121