Pathstone Family Office’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $421K | Hold |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $997K | Buy |
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|
2020
Q2 | $572K | Buy |
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|
2020
Q1 | $333K | Buy |
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