Financial Synergies Wealth Advisors’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
Sell
-9,959
Closed -$268K 93
2025
Q1
$268K Buy
+9,959
New +$268K 0.03% 73
2024
Q2
Sell
-2,304
Closed -$60.1K 388
2024
Q1
$60.1K Buy
+2,304
New +$60.1K 0.01% 118