Zimmermann Investment Management & Planning’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 Q4	–	Sell	-24,074	Closed	-$624K	–	97
2022 Q3	$624K	Sell	24,074 -148,118	-86%	-$3.84M	0.39%	46
2022 Q2	$4.8M	Sell	172,192 -9,216	-5%	-$257K	3.29%	9
2022 Q1	$5.51M	Buy	181,408 +8,314	+5%	+$252K	3.27%	9
2021 Q4	$5.44M	Buy	+173,094	New	+$5.44M	3.05%	9