SA
Strategic Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,299
| Closed | -$282K | – | 162 |
|
|
2018
Q4 | $282K | Sell |
5,299
-45,087
| -89% | -$2.4M | 0.12% | 123 |
|
|
2018
Q3 | $2.72M | Buy |
50,386
+1,785
| +4% | +$96.3K | 1% | 30 |
|
|
2018
Q2 | $2.67M | Buy |
48,601
+2,112
| +5% | +$116K | 1.07% | 29 |
|
|
2018
Q1 | $2.55M | Buy |
46,489
+3,128
| +7% | +$172K | 1.06% | 29 |
|
|
2017
Q4 | $2.4M | Buy |
43,361
+5,733
| +15% | +$318K | 0.98% | 33 |
|
|
2017
Q3 | $2.08M | Buy |
37,628
+1,815
| +5% | +$100K | 0.9% | 36 |
|
|
2017
Q2 | $1.97M | Buy |
+35,813
| New | +$1.97M | 0.9% | 37 |
|