Running Point Capital Advisors’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 |
-1,654
| Closed | -$52K | – | 167 |
|
|
2021
Q3 | $52K | Hold |
1,654
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $52K | Buy |
1,654
+454
| +38% | +$14.3K | 0.02% | 116 |
|
|
2021
Q1 | $37K | Buy |
1,200
+400
| +50% | +$12.3K | 0.02% | 106 |
|
|
2020
Q4 | $25K | Buy |
+800
| New | +$25K | 0.01% | 103 |
|