Surevest’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
$1.47M Buy
56,552
+696
+1% +$18K 0.4% 79
2022
Q2
$1.56M Buy
55,856
+714
+1% +$19.9K 0.41% 81
2022
Q1
$1.67M Buy
55,142
+52,800
+2,254% +$1.6M 0.4% 82
2021
Q4
$74K Buy
+2,342
New +$74K 0.02% 163