Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11M | Buy |
355,756
+39,364
| +12% | +$1.21M | 0.39% | 38 |
|
|
2020
Q2 | $9.5M | Buy |
316,392
+104,078
| +49% | +$3.12M | 0.68% | 24 |
|
|
2020
Q1 | $6.11M | Sell |
212,314
-204
| -0.1% | -$5.87K | 0.53% | 33 |
|
|
2019
Q4 | $6.02M | Sell |
212,518
-23,460
| -10% | -$664K | 0.4% | 40 |
|
|
2019
Q3 | $6.7M | Sell |
235,978
-15,732
| -6% | -$446K | 0.49% | 35 |
|
|
2019
Q2 | $7.09M | Sell |
251,710
-442
| -0.2% | -$12.4K | 0.53% | 36 |
|
|
2019
Q1 | $6.93M | Buy |
252,152
+9,394
| +4% | +$258K | 0.52% | 36 |
|
|
2018
Q4 | $6.46M | Buy |
242,758
+111,618
| +85% | +$2.97M | 0.58% | 35 |
|
|
2018
Q3 | $3.54M | Sell |
131,140
-8,868
| -6% | -$239K | 0.29% | 50 |
|
|
2018
Q2 | $3.84M | Sell |
140,008
-2,666
| -2% | -$73.2K | 0.35% | 47 |
|
|
2018
Q1 | $3.92M | Buy |
142,674
+18,196
| +15% | +$499K | 0.37% | 45 |
|
|
2017
Q4 | $3.45M | Buy |
124,478
+10,956
| +10% | +$304K | 0.34% | 53 |
|
|
2017
Q3 | $3.14M | Buy |
113,522
+9,576
| +9% | +$265K | 0.34% | 48 |
|
|
2017
Q2 | $2.86M | Sell |
103,946
-1,882
| -2% | -$51.8K | 0.34% | 47 |
|
|
2017
Q1 | $2.94M | Sell |
105,828
-107,018
| -50% | -$2.97M | 0.42% | 38 |
|
|
2016
Q4 | $5.84M | Buy |
212,846
+68,336
| +47% | +$1.87M | 0.87% | 19 |
|
|
2016
Q3 | $4.12M | Buy |
144,510
+5,068
| +4% | +$145K | 0.64% | 29 |
|
|
2016
Q2 | $3.94M | Buy |
139,442
+6,370
| +5% | +$180K | 0.66% | 29 |
|
|
2016
Q1 | $3.7M | Buy |
133,072
+4,156
| +3% | +$115K | 0.65% | 30 |
|
|
2015
Q4 | $3.43M | Buy |
+128,916
| New | +$3.43M | 0.64% | 28 |
|