L.K. Benson & Company’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
Q2
$1.53M Buy
57,520
+13,321
+30% +$355K 0.94% 25
2025
Q1
$1.19M Sell
44,199
-8,376
-16% -$225K 0.82% 30
2024
Q4
$1.36M Buy
+52,575
New +$1.36M 0.96% 26