WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $729K | Sell |
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|
2023
Q4 | $731K | Sell |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $2.59M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $873K | Buy |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $713K | Buy |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $691K | Sell |
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|
2020
Q1 | $746K | Sell |
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|
2019
Q4 | $817K | Sell |
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|
2019
Q3 | $867K | Sell |
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|
2019
Q2 | $915K | Buy |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $289K | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2016
Q3 | $2.49K | Sell |
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|
2016
Q2 | $2.49K | Buy |
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