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

Sugarloaf Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,858
Closed -$540K – 769
2022
Q4 		$540K Buy
+20,858
New +$540K 0.14% 71