PHILLIPS FINANCIAL MANAGEMENT, LLC – Schwab U.S. TIPS ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$575,000
portfolio value
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 11.10K shares | 575K | $51.8 | 11.10K |
| Q2 2022 | share | Decrease | -100.00% | -7.43K shares | -451K | $55.8 | 0 |
| Q1 2022 | share | Increase | 0.00% | 7.43K shares | 451K | $60.71 | 7.43K |