SBL
Sargent Bickham Lagudis’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.9K | Buy |
+56
| New | +$2.9K | ﹤0.01% | 867 |
|
|
2022
Q2 | – | Sell |
-874
| Closed | -$53K | – | 1119 |
|
|
2022
Q1 | $53K | Sell |
874
-117
| -12% | -$7.1K | ﹤0.01% | 440 |
|
|
2021
Q4 | $62K | Hold |
991
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $62K | Sell |
991
-33
| -3% | -$2.07K | 0.01% | 407 |
|
|
2021
Q2 | $64K | Sell |
1,024
-85
| -8% | -$5.31K | 0.01% | 411 |
|
|
2021
Q1 | $68K | Sell |
1,109
-211
| -16% | -$12.9K | 0.01% | 390 |
|
|
2020
Q4 | $82K | Buy |
1,320
+157
| +13% | +$9.75K | 0.01% | 354 |
|
|
2020
Q3 | $72K | Hold |
1,163
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $70K | Sell |
1,163
-4,600
| -80% | -$277K | 0.01% | 318 |
|
|
2020
Q1 | $331K | Sell |
5,763
-408
| -7% | -$23.4K | 0.04% | 164 |
|
|
2019
Q4 | $349K | Sell |
6,171
-847
| -12% | -$47.9K | 0.04% | 167 |
|
|
2019
Q3 | $398K | Buy |
7,018
+997
| +17% | +$56.5K | 0.05% | 146 |
|
|
2019
Q2 | $339K | Sell |
6,021
-937
| -13% | -$52.8K | 0.04% | 166 |
|
|
2019
Q1 | $383K | Sell |
6,958
-1,616
| -19% | -$89K | 0.04% | 165 |
|
|
2018
Q4 | $457K | Sell |
8,574
-2,813
| -25% | -$150K | 0.06% | 142 |
|
|
2018
Q3 | $614K | Buy |
11,387
+4,106
| +56% | +$221K | 0.07% | 137 |
|
|
2018
Q2 | $400K | Sell |
7,281
-4,842
| -40% | -$266K | 0.05% | 147 |
|
|
2018
Q1 | $665K | Sell |
12,123
-78,699
| -87% | -$4.32M | 0.08% | 129 |
|
|
2017
Q4 | $5.03M | Sell |
90,822
-63,259
| -41% | -$3.51M | 0.6% | 37 |
|
|
2017
Q3 | $8.52M | Sell |
154,081
-5,643
| -4% | -$312K | 1.06% | 18 |
|
|
2017
Q2 | $8.79M | Buy |
159,724
+6,444
| +4% | +$355K | 1.12% | 16 |
|
|
2017
Q1 | $8.51M | Buy |
+153,280
| New | +$8.51M | 1.1% | 19 |
|