Rappaport Reiches Capital 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
2023
Q2
Sell
-8,862
Closed -$238K 80
2023
Q1
$238K Sell
8,862
-1,436
-14% -$38.5K 0.11% 72
2022
Q4
$267K Sell
10,298
-2,294
-18% -$59.4K 0.13% 64
2022
Q3
$326K Sell
12,592
-1,986
-14% -$51.4K 0.17% 51
2022
Q2
$407K Sell
14,578
-284
-2% -$7.92K 0.2% 48
2022
Q1
$451K Buy
+14,862
New +$451K 0.24% 46