Kavar Capital Partners Group’s Schwab US TIPS ETF SCHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,324	Closed	-$275K	–	196
2025 Q2	$275K	Buy	+10,324	New	+$273K	0.04%	161
2024 Q4	–	Sell	-12,034	Closed	-$323K	–	190
2024 Q3	$323K	Buy	+12,034	New	+$318K	0.05%	140
2023 Q4	–	Sell	-18,012	Closed	-$455K	–	167
2023 Q3	$455K	Hold	18,012	–	–	0.1%	113
2023 Q2	$472K	Sell	18,012 -400	-2%	-$10.6K	0.1%	103
2023 Q1	$494K	Buy	+18,412	New	+$485K	0.11%	106
2022 Q3	–	Sell	-24,972	Closed	-$697K	–	155
2022 Q2	$697K	Buy	+24,972	New	+$725K	0.16%	95
2022 Q1	–	Sell	-23,762	Closed	-$747K	–	173
2021 Q4	$747K	Buy	23,762 +1,910	+9%	+$60.1K	0.16%	95
2021 Q3	$684K	Buy	+21,852	New	+$690K	0.16%	102
2021 Q1	–	Sell	-28,674	Closed	-$890K	–	151
2020 Q4	$890K	Buy	+28,674	New	+$881K	0.26%	84