RFM
Royal Fund Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,660
| Closed | -$2.16M | – | 218 |
|
|
2022
Q4 | $2.16M | Sell |
41,660
-22,386
| -35% | -$1.16M | 0.34% | 91 |
|
|
2022
Q3 | $3.32M | Buy |
+64,046
| New | +$3.32M | 0.6% | 64 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | – | – | 700 |
|
|
2019
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 691 |
|
|
2019
Q2 | – | Sell |
-39
| Closed | -$2K | – | 645 |
|
|
2019
Q1 | $2K | Buy |
39
+4
| +11% | +$205 | ﹤0.01% | 517 |
|
|
2018
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 548 |
|