Cannon Financial Strategists’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
2024
Q1
Sell
-7,676
Closed -$200K 96
2023
Q4
$200K Buy
+7,676
New +$200K 0.04% 87
2023
Q3
Sell
-7,676
Closed -$201K 84
2023
Q2
$201K Sell
7,676
-1,562
-17% -$40.9K 0.06% 78
2023
Q1
$248K Buy
+9,238
New +$248K 0.08% 65