Elios Financial Group’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
2025
Q2
$246K Sell
9,237
-2,904
-24% -$77.5K 0.11% 112
2025
Q1
$326K Sell
12,141
-544
-4% -$14.6K 0.16% 94
2024
Q4
$328K Buy
12,685
+1,111
+10% +$28.7K 0.15% 93
2024
Q3
$310K Buy
+11,574
New +$310K 0.14% 94