WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $667K | Sell |
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|
2021
Q4 | $708K | Buy |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $478K | Sell |
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|
2019
Q2 | $527K | Sell |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.55M | Sell |
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|
2018
Q1 | $2.01M | Sell |
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|
2017
Q4 | $4.98M | Buy |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.7M | Sell |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $310K | Buy |
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