Wealthspire Advisors (Maryland)’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
Q3
$11M Buy
2020
Q2
$9.49M Buy
2020
Q1
$6.11M Sell
2019
Q4
$6.02M Sell
2019
Q3
$6.7M Sell
2019
Q2
$7.09M Sell
2019
Q1
$6.93M Buy
2018
Q4
$6.46M Buy
2018
Q3
$3.54M Sell
2018
Q2
$3.84M Sell
2018
Q1
$3.92M Buy
2017
Q4
$3.45M Buy
2017
Q3
$3.14M Buy
2017
Q2
$2.86M Sell
2017
Q1
$2.94M Sell
2016
Q4
$5.84M Buy
2016
Q3
$4.12M Buy
2016
Q2
$3.94M Buy
2016
Q1
$3.69M Buy
2015
Q4
$3.42M Buy