Teamwork Financial 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
Q4 | – | Sell |
-13,694
| Closed | -$355K | – | 215 |
|
|
2022
Q3 | $355K | Sell |
13,694
-8,074
| -37% | -$209K | 0.08% | 155 |
|
|
2022
Q2 | $607K | Buy |
21,768
+468
| +2% | +$13.1K | 0.13% | 109 |
|
|
2022
Q1 | $647K | Sell |
21,300
-9,428
| -31% | -$286K | 0.12% | 145 |
|
|
2021
Q4 | $966K | Buy |
30,728
+12,758
| +71% | +$401K | 0.18% | 126 |
|
|
2021
Q3 | $562K | Buy |
17,970
+9,242
| +106% | +$289K | 0.11% | 147 |
|
|
2021
Q2 | $273K | Buy |
+8,728
| New | +$273K | 0.06% | 209 |
|