DBRC
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D.B. Root & Company’s Schwab US TIPS ETF SCHP Stock Holding History

D.B. Root & Company’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
2022
Q2 		– Sell
-8,454
Closed -$256K – 185
2022
Q1 		$256K Sell
8,454
-774
-8% -$23.7K 0.1% 162
2021
Q4 		$290K Sell
9,228
-5,432
-37% -$171K 0.1% 165
2021
Q3 		$458K Buy
14,660
+66
+0.5% +$2.08K 0.18% 139
2021
Q2 		$456K Buy
14,594
+370
+3% +$11.5K 0.17% 146
2021
Q1 		$435K Sell
14,224
-7,312
-34% -$225K 0.17% 150
2020
Q4 		$668K Sell
21,536
-28,570
-57% -$878K 0.27% 94
2020
Q3 		$1.54M Buy
50,106
+14,622
+41% +$448K 0.62% 31
2020
Q2 		$1.06M Buy
35,484
+670
+2% +$19.8K 0.46% 54
2020
Q1 		$1M Buy
34,814
+12,066
+53% +$345K 0.51% 50
2019
Q4 		$644K Buy
+22,748
New +$645K 0.28% 103

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PCA
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EW
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NA
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AllianceBernstein
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