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Whitaker-Myers Wealth Managers’s Schwab US TIPS ETF SCHP Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio SCHP Stock Details SCHP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,383
Closed -$230K – 81
2023
Q2 		$230K Sell
4,383
-27
-0.6% -$1.42K 0.15% 66
2023
Q1 		$236K Sell
4,410
-768
-15% -$41.2K 0.18% 62
2022
Q4 		$268K Buy
+5,178
New +$268K 0.26% 55