Wells Financial Advisors’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
Q3
Sell
-1,024
Closed -$26.6K 109
2024
Q2
$26.6K Buy
+1,024
New +$26.6K 0.02% 72