Mount Yale Investment 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
2025
Q2
$5.87K Buy
+220
New +$5.87K ﹤0.01% 1208
2024
Q4
Sell
-7,516
Closed -$202K 588
2024
Q3
$202K Buy
+7,516
New +$202K 0.02% 517