Highland Financial Advisors’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
2022
Q4
Sell
-88,914
Closed -$2.3M 59
2022
Q3
$2.3M Sell
88,914
-11,170
-11% -$289K 1.6% 17
2022
Q2
$2.79M Buy
+100,084
New +$2.79M 1.91% 16