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

Gilliland Jeter 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
Q3 		– Sell
-12
Closed -$312 – 693
2024
Q2 		$312 Buy
+12
New +$310 ﹤0.01% 669

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LNC
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Cerity Partners
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JRP
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CTC
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Gilliland Jeter Wealth Management's SCHP Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 12 shares — an estimated $312 sold.

Gilliland Jeter Wealth Management first reported a position in SCHP in Q2 2024 and held it in 1 quarter. The position peaked at $312 in Q2 2024. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 12 Schwab US TIPS ETF shares in Q3 2024, an estimated $312.
  • Gilliland Jeter Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Schwab US TIPS ETF position peaked at $312 in Q2 2024.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.