Hart & Patterson Financial Group’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
2024
Q4
$6.99M Buy
270,766
+9,212
+4% +$238K 3.4% 9
2024
Q3
$7.01M Sell
261,554
-1,854
-0.7% -$49.7K 3.32% 9
2024
Q2
$6.85M Buy
263,408
+1,982
+0.8% +$51.5K 3.39% 10
2024
Q1
$6.82M Buy
261,426
+4,222
+2% +$110K 3.38% 11
2023
Q4
$6.71M Buy
+257,204
New +$6.71M 3.49% 9