Enzi Wealth’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
Q2
Sell
-52,254
Closed -$1.39M 70
2023
Q1
$1.39M Sell
52,254
-55,740
-52% -$1.48M 0.71% 17
2022
Q4
$2.87M Sell
107,994
-12,440
-10% -$330K 1.37% 12
2022
Q3
$3.16M Buy
+120,434
New +$3.16M 1.55% 12