Carr Financial Group’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
2023
Q2
Sell
-29,984
Closed -$804K 179
2023
Q1
$804K Sell
29,984
-46,396
-61% -$1.24M 0.35% 53
2022
Q4
$1.98M Buy
+76,380
New +$1.98M 1.04% 21