Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,182
| Closed | -$290K | – | 75 |
|
|
2022
Q3 | $290K | Buy |
11,182
+68
| +0.6% | +$1.76K | 0.36% | 46 |
|
|
2022
Q2 | $310K | Buy |
11,114
+2,402
| +28% | +$67K | 0.31% | 59 |
|
|
2022
Q1 | $264K | Sell |
8,712
-277,400
| -97% | -$8.41M | 0.23% | 68 |
|
|
2021
Q4 | $9M | Sell |
286,112
-28,856
| -9% | -$907K | 6.94% | 2 |
|
|
2021
Q3 | $9.86M | Buy |
+314,968
| New | +$9.86M | 8.67% | 1 |
|