Advyzon Investment Management’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
2025
Q2
$2.74M Buy
102,763
+1,715
+2% +$45.8K 0.61% 39
2025
Q1
$2.72M Buy
101,048
+80,561
+393% +$2.17M 0.96% 20
2024
Q4
$529K Buy
+20,487
New +$529K 0.2% 99