OBWG
Onyx Bridge Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,122
| Closed | -$1.14M | – | 194 |
|
|
2022
Q2 | $1.14M | Hold |
20,122
| – | – | 0.51% | 27 |
|
|
2022
Q1 | $1.19M | Buy |
20,122
+449
| +2% | +$26.6K | 0.45% | 24 |
|
|
2021
Q4 | $1.23M | Buy |
19,673
+1,498
| +8% | +$93.4K | 0.41% | 27 |
|
|
2021
Q3 | $1.14M | Buy |
18,175
+7,925
| +77% | +$498K | 0.43% | 27 |
|
|
2021
Q2 | $647K | Hold |
10,250
| – | – | 0.28% | 38 |
|
|
2021
Q1 | $627K | Hold |
10,250
| – | – | 0.31% | 38 |
|
|
2020
Q4 | $636K | Buy |
+10,250
| New | +$636K | 0.42% | 29 |
|