SWM
Selective Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $285K | Sell |
5,397
-5,925
| -52% | -$313K | 0.15% | 88 |
|
|
2022
Q3 | $586K | Sell |
11,322
-1,566
| -12% | -$81.1K | 0.25% | 53 |
|
|
2022
Q2 | $719K | Buy |
12,888
+3,575
| +38% | +$199K | 0.26% | 58 |
|
|
2022
Q1 | $565K | Buy |
9,313
+8,844
| +1,886% | +$537K | 0.2% | 58 |
|
|
2021
Q4 | $29K | Buy |
469
+4
| +0.9% | +$247 | 0.01% | 358 |
|
|
2021
Q3 | $29K | Sell |
465
-32
| -6% | -$2K | 0.02% | 327 |
|
|
2021
Q2 | $31K | Sell |
497
-18
| -3% | -$1.12K | 0.02% | 238 |
|
|
2021
Q1 | $31K | Sell |
515
-85
| -14% | -$5.12K | 0.03% | 161 |
|
|
2020
Q4 | $37K | Buy |
600
+3
| +0.5% | +$185 | 0.02% | 131 |
|
|
2020
Q3 | $37K | Sell |
597
-660
| -53% | -$40.9K | 0.03% | 115 |
|
|
2020
Q2 | $76K | Hold |
1,257
| – | – | 0.06% | 87 |
|
|
2020
Q1 | $72K | Buy |
1,257
+101
| +9% | +$5.79K | 0.11% | 50 |
|
|
2019
Q4 | $65K | Buy |
1,156
+2
| +0.2% | +$112 | 0.08% | 63 |
|
|
2019
Q3 | $65K | Buy |
+1,154
| New | +$65K | 0.09% | 67 |
|