SAM
Strategic Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $205K | Sell |
3,956
-470
| -11% | -$24.4K | 0.36% | 47 |
|
|
2022
Q2 | $247K | Sell |
4,426
-35
| -0.8% | -$1.95K | 0.4% | 52 |
|
|
2022
Q1 | $271K | Sell |
4,461
-1,971
| -31% | -$120K | 0.38% | 48 |
|
|
2021
Q4 | $405K | Buy |
6,432
+4,553
| +242% | +$287K | 0.56% | 35 |
|
|
2021
Q3 | $117K | Buy |
+1,879
| New | +$117K | 0.16% | 84 |
|