SPAS
Spectrum Planning & Advisory Services’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 |
-4,416
| Closed | -$229K | – | 45 |
|
|
2022
Q4 | $229K | Sell |
4,416
-31,025
| -88% | -$1.61M | 0.31% | 34 |
|
|
2022
Q3 | $1.84M | Sell |
35,441
-8,274
| -19% | -$429K | 1.86% | 13 |
|
|
2022
Q2 | $2.44M | Buy |
43,715
+11,666
| +36% | +$651K | 2.54% | 12 |
|
|
2022
Q1 | $1.95M | Sell |
32,049
-22,780
| -42% | -$1.38M | 1.78% | 14 |
|
|
2021
Q4 | $3.45M | Buy |
54,829
+29,954
| +120% | +$1.88M | 3.13% | 11 |
|
|
2021
Q3 | $1.56M | Buy |
+24,875
| New | +$1.56M | 1.53% | 20 |
|