Valtinson Bruner Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,092
| Closed | -$210K | – | 141 |
|
|
2024
Q2 | $210K | Sell |
8,092
-540
| -6% | -$14K | 0.08% | 124 |
|
|
2024
Q1 | $225K | Buy |
8,632
+650
| +8% | +$17K | 0.1% | 110 |
|
|
2023
Q4 | $208K | Sell |
7,982
-217,768
| -96% | -$5.68M | 0.11% | 109 |
|
|
2023
Q3 | $5.7M | Buy |
225,750
+21,508
| +11% | +$543K | 3.12% | 5 |
|
|
2023
Q2 | $5.35M | Buy |
204,242
+78,796
| +63% | +$2.07M | 2.89% | 7 |
|
|
2023
Q1 | $3.36M | Sell |
125,446
-318
| -0.3% | -$8.52K | 1.92% | 16 |
|
|
2022
Q4 | $3.32M | Buy |
+125,764
| New | +$3.32M | 1.92% | 16 |
|