Apeiron RIA’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
2023
Q1
Sell
-18,440
Closed -$478K 211
2022
Q4
$478K Sell
18,440
-42,736
-70% -$1.11M 0.18% 96
2022
Q3
$1.59M Sell
61,176
-5,784
-9% -$150K 0.73% 30
2022
Q2
$187 Buy
66,960
+25,644
+62% +$72 0.05% 118
2022
Q1
$1.23M Sell
41,316
-8,500
-17% -$252K 0.58% 39
2021
Q4
$1.57M Buy
+49,816
New +$1.57M 0.64% 36