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Cerro Pacific Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Cerro Pacific Wealth Advisors’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 		$3.52M Buy
131,360
+27,296
+26% +$718K 1.95% 13
2022
Q4 		$2.69M Buy
104,064
+15,216
+17% +$398K 1.43% 17
2022
Q3 		$2.3M Sell
88,848
-21,742
-20% -$604K 1.4% 15
2022
Q2 		$3.08M Buy
+110,590
New +$3.21M 1.93% 12

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