Venturi Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.22M | Sell |
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|
2019
Q4 | $2.24M | Hold |
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|
2019
Q3 | $2.25M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.29M | Sell |
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|
2017
Q1 | $5.39M | Sell |
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|
2016
Q4 | $5.71M | Buy |
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|
2016
Q3 | $5.26M | Buy |
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|
2016
Q2 | $4.46M | Buy |
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|
2016
Q1 | $210K | Buy |
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