BerganKDV Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$2.9K Buy
2022
Q1
Sell
2021
Q4
$7K Sell
2021
Q3
$39K Buy
2021
Q1
Sell
2020
Q4
$35K Buy
2020
Q2
Sell
2020
Q1
$1K Sell
2019
Q4
$15K Buy