Circle Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Circle Wealth Management’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 Q3	–	Sell
2024 Q2	$1.08M	Hold
2024 Q1	$1.08M	Hold
2023 Q4	$1.08M	Sell
2023 Q3	$1.82M	Buy