Secure Asset 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 |
-8,930
| Closed | -$231K | – | 206 |
|
|
2022
Q4 | $231K | Sell |
8,930
-732
| -8% | -$19K | 0.08% | 174 |
|
|
2022
Q3 | $250K | Hold |
9,662
| – | – | 0.14% | 120 |
|
|
2022
Q2 | $270K | Hold |
9,662
| – | – | 0.15% | 123 |
|
|
2022
Q1 | $293K | Buy |
+9,662
| New | +$293K | 0.13% | 144 |
|