Kiley Juergens Wealth Management’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
Q2
Sell
-26,872
Closed -$816K 74
2022
Q1
$816K Sell
26,872
-11,430
-30% -$347K 0.39% 39
2021
Q4
$1.2M Buy
38,302
+13,322
+53% +$419K 0.46% 40
2021
Q3
$781K Buy
+24,980
New +$781K 0.34% 49