Keystone Financial Group (Kentucky)’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
Q1
Sell
-80,358
Closed -$2.53M 313
2021
Q4
$2.53M Buy
80,358
+5,500
+7% +$173K 0.41% 54
2021
Q3
$2.34M Buy
74,858
+10,950
+17% +$343K 0.42% 58
2021
Q2
$2M Sell
63,908
-50,088
-44% -$1.57M 0.36% 63
2021
Q1
$3.49M Buy
+113,996
New +$3.49M 0.68% 35