Novak Financial Planning’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
2021
Q2
$1.73M Buy
55,450
+13,030
+31% +$407K 0.85% 36
2021
Q1
$1.3M Buy
42,420
+21,908
+107% +$670K 0.71% 48
2020
Q4
$637K Buy
+20,512
New +$637K 0.38% 71