PRW Wealth Management’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
Q2 | – | Sell |
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|
2023
Q1 | $675K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $653K | Buy |
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|
2022
Q2 | $460K | Hold |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $505K | Hold |
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|
2020
Q4 | $512K | Hold |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $345K | Buy |
|