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Marshall & Sterling Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$177K Buy
6,646
+79
+1% +$2.11K 0.12% 86
2025
Q1 		$177K Buy
6,567
+3
+0% +$81 0.12% 87
2024
Q4 		$170K Buy
+6,564
New +$170K 0.12% 86