KCPG
Kavar Capital Partners Group’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
+10,324
| New | +$275K | 0.04% | 161 |
|
|
2024
Q4 | – | Sell |
-6,017
| Closed | -$323K | – | 190 |
|
|
2024
Q3 | $323K | Buy |
+6,017
| New | +$323K | 0.05% | 140 |
|
|
2023
Q4 | – | Sell |
-9,006
| Closed | -$455K | – | 166 |
|
|
2023
Q3 | $455K | Hold |
9,006
| – | – | 0.1% | 113 |
|
|
2023
Q2 | $472K | Sell |
9,006
-200
| -2% | -$10.5K | 0.1% | 103 |
|
|
2023
Q1 | $494K | Buy |
+9,206
| New | +$494K | 0.11% | 106 |
|
|
2022
Q3 | – | Sell |
-12,486
| Closed | -$697K | – | 155 |
|
|
2022
Q2 | $697K | Buy |
+12,486
| New | +$697K | 0.16% | 95 |
|
|
2022
Q1 | – | Sell |
-11,881
| Closed | -$747K | – | 173 |
|
|
2021
Q4 | $747K | Buy |
11,881
+955
| +9% | +$60K | 0.16% | 95 |
|
|
2021
Q3 | $684K | Buy |
+10,926
| New | +$684K | 0.16% | 102 |
|
|
2021
Q1 | – | Sell |
-14,337
| Closed | -$890K | – | 151 |
|
|
2020
Q4 | $890K | Buy |
+14,337
| New | +$890K | 0.26% | 84 |
|