YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,532
| Closed | -$210K | – | 288 |
|
|
2022
Q2 | $210K | Sell |
7,532
-44,676
| -86% | -$1.25M | 0.02% | 271 |
|
|
2022
Q1 | $1.59M | Sell |
52,208
-98,736
| -65% | -$3M | 0.14% | 131 |
|
|
2021
Q4 | $4.75M | Buy |
150,944
+4,200
| +3% | +$132K | 0.38% | 70 |
|
|
2021
Q3 | $4.59M | Buy |
146,744
+16,204
| +12% | +$507K | 0.4% | 69 |
|
|
2021
Q2 | $4.08M | Buy |
+130,540
| New | +$4.08M | 0.35% | 78 |
|