Ridgewood Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$5.17K | – | 704 |
|
|
2024
Q4 | $5.17K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $5.36K | Hold |
200
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $5.2K | Buy |
+200
| New | +$5.2K | ﹤0.01% | 564 |
|
|
2023
Q3 | – | Sell |
-14,400
| Closed | -$377K | – | 635 |
|
|
2023
Q2 | $377K | Sell |
14,400
-600
| -4% | -$15.7K | 0.21% | 123 |
|
|
2023
Q1 | $402K | Sell |
15,000
-258
| -2% | -$6.92K | 0.25% | 109 |
|
|
2022
Q4 | $395K | Buy |
15,258
+358
| +2% | +$9.27K | 0.28% | 119 |
|
|
2022
Q3 | $386K | Hold |
14,900
| – | – | 0.32% | 110 |
|
|
2022
Q2 | $416K | Hold |
14,900
| – | – | 0.33% | 103 |
|
|
2022
Q1 | $452K | Buy |
14,900
+2,050
| +16% | +$62.2K | 0.3% | 112 |
|
|
2021
Q4 | $404K | Buy |
12,850
+1,700
| +15% | +$53.4K | 0.26% | 123 |
|
|
2021
Q3 | $349K | Buy |
11,150
+4,150
| +59% | +$130K | 0.24% | 129 |
|
|
2021
Q2 | $219K | Buy |
+7,000
| New | +$219K | 0.14% | 172 |
|