H&H Retirement Design & Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$200K Buy
2023
Q1
Sell
2022
Q4
$1.96M Sell
2022
Q3
$2.11M Sell
2022
Q2
$2.57M Sell
2022
Q1
$3.17M Sell
2021
Q4
$3.37M Sell
2021
Q3
$6.7M Buy
2021
Q2
$6.59M Sell
2021
Q1
$6.71M Buy
2020
Q3
$5.55M Buy