Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,292
| Closed | -$566K | – | 201 |
|
|
2022
Q2 | $566K | Buy |
20,292
+140
| +0.7% | +$3.91K | 0.11% | 139 |
|
|
2022
Q1 | $612K | Buy |
20,152
+1,200
| +6% | +$36.4K | 0.12% | 140 |
|
|
2021
Q4 | $596K | Sell |
18,952
-1,058
| -5% | -$33.3K | 0.12% | 147 |
|
|
2021
Q3 | $626K | Sell |
20,010
-52
| -0.3% | -$1.63K | 0.14% | 139 |
|
|
2021
Q2 | $627K | Buy |
20,062
+1,452
| +8% | +$45.4K | 0.14% | 144 |
|
|
2021
Q1 | $569K | Buy |
18,610
+966
| +5% | +$29.5K | 0.15% | 118 |
|
|
2020
Q4 | $548K | Buy |
+17,644
| New | +$548K | 0.16% | 116 |
|