STALEY CAPITAL ADVISERS’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-62,000
| Closed | -$1.95M | – | 189 |
|
2021
Q4 | $1.95M | Hold |
62,000
| – | – | 0.09% | 81 |
|
2021
Q3 | $1.94M | Hold |
62,000
| – | – | 0.1% | 79 |
|
2021
Q2 | $1.94M | Hold |
62,000
| – | – | 0.1% | 74 |
|
2021
Q1 | $1.9M | Hold |
62,000
| – | – | 0.11% | 80 |
|
2020
Q4 | $1.92M | Hold |
62,000
| – | – | 0.12% | 70 |
|
2020
Q3 | $1.91M | Hold |
62,000
| – | – | 0.13% | 71 |
|
2020
Q2 | $1.86M | Buy |
+62,000
| New | +$1.86M | 0.14% | 69 |
|