Claro Advisors’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
Q3
Sell
-39,520
Closed -$1.03M 526
2024
Q2
$1.03M Buy
39,520
+17,018
+76% +$443K 0.16% 119
2024
Q1
$587K Buy
+22,502
New +$587K 0.1% 210