Eagle Ridge Investment 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
2024 Q4	$13.4M	Buy	518,606 +14,308	+3%	+$370K	1.17%	36
2024 Q3	$13.5M	Buy	504,298 +30,298	+6%	+$812K	1.19%	36
2024 Q2	$12.3M	Buy	474,000 +19,144	+4%	+$498K	1.14%	37
2024 Q1	$11.9M	Buy	454,856 +10,288	+2%	+$268K	1.09%	39
2023 Q4	$11.6M	Buy	+444,568	New	+$11.6M	1.14%	37