Rappaport Reiches Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,862
| Closed | -$238K | – | 80 |
|
2023
Q1 | $238K | Sell |
8,862
-1,436
| -14% | -$38.5K | 0.11% | 72 |
|
2022
Q4 | $267K | Sell |
10,298
-2,294
| -18% | -$59.4K | 0.13% | 64 |
|
2022
Q3 | $326K | Sell |
12,592
-1,986
| -14% | -$51.4K | 0.17% | 51 |
|
2022
Q2 | $407K | Sell |
14,578
-284
| -2% | -$7.92K | 0.2% | 48 |
|
2022
Q1 | $451K | Buy |
+14,862
| New | +$451K | 0.24% | 46 |
|