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CIC Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

CIC Wealth’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
2024
Q1 		– Sell
-10,116
Closed -$264K – 167
2023
Q4 		$264K Hold
10,116
– – 0.08% 131
2023
Q3 		$255K Hold
10,116
– – 0.09% 123
2023
Q2 		$265K Hold
10,116
– – 0.09% 124
2023
Q1 		$271K Buy
10,116
+68
+0.7% +$1.79K 0.1% 124
2022
Q4 		$260K Buy
+10,048
New +$263K 0.11% 124

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JRP
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