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

BerganKDV Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-112
Closed -$2.9K – 1112
2022
Q4 		$2.9K Buy
+112
New +$2.93K ﹤0.01% 758
2022
Q1 		– Sell
-234
Closed -$7K – 1093
2021
Q4 		$7K Sell
234
-1,002
-81% -$31.6K ﹤0.01% 734
2021
Q3 		$39K Buy
+1,236
New +$39K ﹤0.01% 435
2021
Q1 		– Sell
-1,112
Closed -$35K – 985
2020
Q4 		$35K Buy
+1,112
New +$34.2K ﹤0.01% 399
2020
Q2 		– Sell
-20
Closed -$1K – 1074
2020
Q1 		$1K Sell
20
-504
-96% -$14.4K ﹤0.01% 875
2019
Q4 		$15K Buy
+524
New +$14.9K ﹤0.01% 488

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EW
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Cerity Partners
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