EWP
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Elevation Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Elevation Wealth Partners’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
2023
Q3 		– Sell
-26
Closed -$682 – 360
2023
Q2 		$682 Buy
+26
New +$689 ﹤0.01% 319

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Elevation Wealth Partners's SCHP Position: Q3 2023 in Review

Elevation Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 26 shares — an estimated $682 sold.

Elevation Wealth Partners first reported a position in SCHP in Q2 2023 and held it in 1 quarter. The position peaked at $682 in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Elevation Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 26 Schwab US TIPS ETF shares in Q3 2023, an estimated $682.
  • Elevation Wealth Partners first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Schwab US TIPS ETF position peaked at $682 in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.