SJS Investment Consulting’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-638
| Closed | -$17.1K | – | 1693 |
|
|
2024
Q3 | $17.1K | Hold |
638
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $16.6K | Hold |
638
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $16.6K | Hold |
638
| – | – | ﹤0.01% | 303 |
|
|
2023
Q4 | $16.7K | Hold |
638
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $16.1K | Hold |
638
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $16.7K | Sell |
638
-490
| -43% | -$12.8K | ﹤0.01% | 236 |
|
|
2023
Q1 | $30.2K | Sell |
1,128
-1,218
| -52% | -$32.7K | 0.01% | 188 |
|
|
2022
Q4 | $60.8K | Sell |
2,346
-1,638
| -41% | -$42.4K | 0.02% | 145 |
|
|
2022
Q3 | $103K | Buy |
+3,984
| New | +$103K | 0.03% | 116 |
|
|
2022
Q1 | $692K | Buy |
22,782
+3,890
| +21% | +$118K | 0.21% | 35 |
|
|
2021
Q4 | $594K | Buy |
+18,892
| New | +$594K | 0.18% | 42 |
|