Vantage Financial Partners (Wisconsin)’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
2024
Q4
Sell
-7,724
Closed -$207K 201
2024
Q3
$207K Buy
+7,724
New +$207K 0.05% 178
2024
Q2
Sell
-14,804
Closed -$386K 157
2024
Q1
$386K Sell
14,804
-222
-1% -$5.79K 0.1% 95
2023
Q4
$392K Buy
+15,026
New +$392K 0.12% 87