Bull Oak Capital’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
Q3
Sell
-151,660
Closed -$4.23M 26
2022
Q2
$4.23M Buy
151,660
+87,152
+135% +$2.43M 3.91% 8
2022
Q1
$1.96M Sell
64,508
-77,754
-55% -$2.36M 1.61% 17
2021
Q4
$4.47M Buy
+142,262
New +$4.47M 4.05% 10