Guardian Wealth Advisors (North Carolina)’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	$80.4K	Buy	3,015 +2,869	+1,965%	+$76.5K	0.01%	377
2025 Q1	$3.93K	Buy	146 +8	+6%	+$215	﹤0.01%	490
2024 Q4	$3.57K	Buy	+138	New	+$3.57K	﹤0.01%	474
2022 Q1	–	Sell	-396	Closed	-$12K	–	279
2021 Q4	$12K	Buy	+396	New	+$12K	0.01%	198