PWAG
SCHP icon

Polaris Wealth Advisory Group’s Schwab US TIPS ETF SCHP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-843
Closed -$46K 393
2018
Q3
$46K Buy
843
+121
+17% +$6.6K ﹤0.01% 255
2018
Q2
$40K Hold
722
﹤0.01% 142
2018
Q1
$40K Buy
+722
New +$40K ﹤0.01% 234