Arcadia Wealth Management (New Hampshire)’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
Q2
Sell
-20,344
Closed -$545K 64
2023
Q1
$545K Sell
20,344
-2,092
-9% -$56.1K 0.45% 35
2022
Q4
$581K Buy
+22,436
New +$581K 0.51% 32