Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-218
| Closed | -$5.85K | – | 981 |
|
|
2024
Q3 | $5.85K | Hold |
218
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $5.67K | Sell |
218
-214
| -50% | -$5.57K | ﹤0.01% | 643 |
|
|
2024
Q1 | $11.3K | Buy |
432
+92
| +27% | +$2.4K | ﹤0.01% | 591 |
|
|
2023
Q4 | $8.87K | Buy |
+340
| New | +$8.87K | ﹤0.01% | 567 |
|
|
2023
Q1 | – | Sell |
-1,984
| Closed | -$51.4K | – | 927 |
|
|
2022
Q4 | $51.4K | Buy |
1,984
+1,774
| +845% | +$45.9K | 0.01% | 304 |
|
|
2022
Q3 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 706 |
|
|
2019
Q4 | – | Sell |
-1,182
| Closed | -$34K | – | 879 |
|
|
2019
Q3 | $34K | Buy |
+1,182
| New | +$34K | 0.01% | 401 |
|