Rice Partnership’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
Q2 | – | Sell |
-58
| Closed | -$1.51K | – | 166 |
|
|
2024
Q1 | $1.51K | Buy |
+58
| New | +$1.51K | ﹤0.01% | 157 |
|
|
2022
Q4 | – | Sell |
-1,682
| Closed | -$44K | – | 122 |
|
|
2022
Q3 | $44K | Sell |
1,682
-822
| -33% | -$21.5K | 0.01% | 106 |
|
|
2022
Q2 | $70K | Hold |
2,504
| – | – | 0.02% | 96 |
|
|
2022
Q1 | $76K | Hold |
2,504
| – | – | 0.02% | 108 |
|
|
2021
Q4 | $79K | Hold |
2,504
| – | – | 0.02% | 109 |
|
|
2021
Q3 | $78K | Hold |
2,504
| – | – | 0.02% | 103 |
|
|
2021
Q2 | $78K | Buy |
+2,504
| New | +$78K | 0.02% | 101 |
|