Peterson Wealth Management’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
2022
Q3
Sell
-56,230
Closed -$1.57M 58
2022
Q2
$1.57M Sell
56,230
-24,772
-31% -$691K 2.03% 16
2022
Q1
$2.46M Sell
81,002
-51,406
-39% -$1.56M 1.65% 17
2021
Q4
$4.16M Buy
+132,408
New +$4.16M 2.78% 13