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Buska Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Buska Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,006
Closed -$261K – 57
2024
Q1 		$261K Buy
+10,006
New +$260K 0.11% 43

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Buska Wealth Management's SCHP Position: Q2 2024 in Review

Buska Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 10,006 shares — an estimated $261K sold.

Buska Wealth Management first reported a position in SCHP in Q1 2024 and held it in 1 quarter. The position peaked at $261K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Buska Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Buska Wealth Management sold 10,006 Schwab US TIPS ETF shares in Q2 2024, an estimated $261K.
  • Buska Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Buska Wealth Management's Schwab US TIPS ETF position peaked at $261K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Buska Wealth Management's 13F filing for Q2 2024, filed 1 Oct 2024.