Arete Wealth Advisors’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
$685K Sell
25,685
-3,676
-13% -$98K 0.05% 327
2025
Q1
$790K Buy
+29,361
New +$790K 0.06% 285
2022
Q2
Sell
-43,504
Closed -$1.32M 549
2022
Q1
$1.32M Buy
43,504
+5,830
+15% +$177K 0.11% 151
2021
Q4
$1.18M Buy
+37,674
New +$1.18M 0.1% 169