IP
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Intellectus Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Intellectus Partners’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,240
Closed -$654K – 269
2022
Q3 		$654K Sell
25,240
-336
-1% -$9.34K 0.23% 122
2022
Q2 		$714K Buy
25,576
+4,848
+23% +$141K 0.25% 114
2022
Q1 		$629K Hold
20,728
– – 0.19% 142
2021
Q4 		$652K Hold
20,728
– – 0.17% 158
2021
Q3 		$649K Hold
20,728
– – 0.16% 161
2021
Q2 		$648K Hold
20,728
– – 0.15% 172
2021
Q1 		$634K Hold
20,728
– – 0.17% 164
2020
Q4 		$643K Buy
+20,728
New +$637K 0.19% 142

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