Golden Bell Financial Planning’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
$8.95M Sell
335,477
-3,474
-1% -$92.7K 8.43% 3
2025
Q1
$9.11M Buy
338,951
+4,931
+1% +$133K 8.85% 3
2024
Q4
$8.63M Buy
+334,020
New +$8.63M 8.67% 3