Heirloom Wealth Management’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
Q1
Sell
-18,696
Closed -$484K 53
2022
Q4
$484K Buy
+18,696
New +$484K 0.3% 36