Curi Wealth Management’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
2023 Q1	–	Sell	-137,006	Closed	-$3.55M	–	185
2022 Q4	$3.55M	Sell	137,006 -8,144	-6%	-$211K	0.5%	49
2022 Q3	$3.76M	Buy	+145,150	New	+$3.76M	0.62%	45