Kingdom Financial Group’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
2025
Q1
Sell
-16,323
Closed -$422K 50
2024
Q4
$422K Buy
16,323
+7,585
+87% +$196K 0.29% 31
2024
Q3
$234K Sell
8,738
-1,618
-16% -$43.4K 0.18% 45
2024
Q2
$269K Sell
10,356
-8,666
-46% -$225K 0.18% 42
2024
Q1
$496K Buy
+19,022
New +$496K 0.35% 30
2023
Q4
Sell
-13,274
Closed -$335K 82
2023
Q3
$335K Buy
+13,274
New +$335K 0.32% 48