Ritholtz Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,350
| Closed | -$230K | – | 558 |
|
|
2021
Q3 | $230K | Sell |
7,350
-12,222
| -62% | -$382K | 0.02% | 433 |
|
|
2021
Q2 | $612K | Buy |
+19,572
| New | +$612K | 0.04% | 216 |
|
|
2021
Q1 | – | Sell |
-8,250
| Closed | -$256K | – | 447 |
|
|
2020
Q4 | $256K | Buy |
+8,250
| New | +$256K | 0.02% | 289 |
|