One Wealth Advisors’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 |
-40,520
| Closed | -$1.05M | – | 521 |
|
|
2022
Q4 | $1.05M | Buy |
+40,520
| New | +$1.05M | 0.24% | 62 |
|
|
2022
Q3 | – | Sell |
-213,644
| Closed | -$5.96M | – | 206 |
|
|
2022
Q2 | $5.96M | Buy |
213,644
+80,248
| +60% | +$2.24M | 1.6% | 15 |
|
|
2022
Q1 | $4.05M | Sell |
133,396
-65,246
| -33% | -$1.98M | 0.99% | 22 |
|
|
2021
Q4 | $6.25M | Buy |
198,642
+130,882
| +193% | +$4.12M | 1.58% | 16 |
|
|
2021
Q3 | $2.12M | Buy |
+67,760
| New | +$2.12M | 0.62% | 32 |
|