MWM
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Modern Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Modern Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,133
Closed -$275K – 598
2024
Q3 		$275K Buy
5,133
+51
+1% +$2.74K 0.02% 361
2024
Q2 		$264K Buy
+5,082
New +$264K 0.02% 332