Great Diamond Partners’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
Q4
Sell
-19,482
Closed -$492K 237
2023
Q3
$492K Buy
+19,482
New +$492K 0.13% 131
2020
Q1
Sell
-400
Closed -$11K 509
2019
Q4
$11K Buy
+400
New +$11K ﹤0.01% 553