Appleton Partners’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
Q2
Sell
-7,344
Closed -$223K 305
2022
Q1
$223K Sell
7,344
-160
-2% -$4.86K 0.02% 290
2021
Q4
$236K Buy
7,504
+324
+5% +$10.2K 0.02% 292
2021
Q3
$225K Buy
+7,180
New +$225K 0.02% 278