Lion Street Advisors’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
2023
Q3
Sell
-16,566
Closed -$522K 299
2023
Q2
$522K Sell
16,566
-8,882
-35% -$280K 0.18% 116
2023
Q1
$682K Buy
+25,448
New +$682K 0.21% 88