WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.59M | Hold |
52,048
| – | – | 0.55% | 28 |
|
|
2020
Q4 | $1.62M | Hold |
52,048
| – | – | 0.57% | 25 |
|
|
2020
Q3 | $1.6M | Hold |
52,048
| – | – | 0.73% | 19 |
|
|
2020
Q2 | $1.56M | Hold |
52,048
| – | – | 0.74% | 15 |
|
|
2020
Q1 | $1.5M | Sell |
52,048
-20,340
| -28% | -$585K | 1.51% | 10 |
|
|
2019
Q4 | $2.05M | Sell |
72,388
-12,566
| -15% | -$356K | 1.21% | 13 |
|
|
2019
Q3 | $2.41M | Buy |
+84,954
| New | +$2.41M | 1.28% | 14 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 14 |
|