Covenant Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$970K Hold
2023
Q2
$1.01M Hold
2023
Q1
$1.03M Sell
2022
Q4
$1.32M Sell
2022
Q3
$2.57M Buy
2022
Q2
$2.31M Hold
2022
Q1
$2.52M Buy
2021
Q4
$2.45M Buy
2021
Q3
$2.37M Buy
2021
Q2
$1.73M Buy