Souders Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-273,246
| Closed | -$6.9M | – | 157 |
|
|
2023
Q3 | $6.9M | Buy |
273,246
+25,584
| +10% | +$646K | 1.32% | 20 |
|
|
2023
Q2 | $6.49M | Buy |
247,662
+9,342
| +4% | +$245K | 1.24% | 22 |
|
|
2023
Q1 | $6.39M | Buy |
238,320
+17,650
| +8% | +$473K | 1.36% | 19 |
|
|
2022
Q4 | $5.71M | Buy |
220,670
+17,342
| +9% | +$449K | 1.31% | 21 |
|
|
2022
Q3 | $5.27M | Buy |
203,328
+10,650
| +6% | +$276K | 1.43% | 16 |
|
|
2022
Q2 | $5.38M | Buy |
192,678
+6,578
| +4% | +$184K | 1.55% | 15 |
|
|
2022
Q1 | $5.65M | Buy |
186,100
+7,702
| +4% | +$234K | 1.63% | 13 |
|
|
2021
Q4 | $5.61M | Buy |
178,398
+1,440
| +0.8% | +$45.3K | 1.61% | 13 |
|
|
2021
Q3 | $5.54M | Buy |
176,958
+3,866
| +2% | +$121K | 1.79% | 12 |
|
|
2021
Q2 | $5.41M | Buy |
173,092
+162,914
| +1,601% | +$5.09M | 1.82% | 11 |
|
|
2021
Q1 | $311K | Buy |
+10,178
| New | +$311K | 0.12% | 102 |
|