Summit Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History

Summit Wealth Group’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.17M	Sell
2025 Q1	$6.86M	Sell
2024 Q4	$7.11M	Buy
2024 Q3	$7.05M	Buy
2024 Q2	$6.23M	Buy
2023 Q3	–	Sell
2023 Q2	$5.5M	Sell
2023 Q1	$102K	Buy
2021 Q1	–	Sell
2020 Q4	$3.56M	Buy