Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US TIPS ETF SCHP Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-43,314
Closed -$1.09M – 419
2023
Q3 		$1.09M Buy
+43,314
New +$1.12M 0.26% 46

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Legacy Financial Group (Iowa)'s SCHP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 43,314 shares — an estimated $1.09M sold.

Legacy Financial Group (Iowa) first reported a position in SCHP in Q3 2023 and held it in 1 quarter. The position peaked at $1.09M in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 43,314 Schwab US TIPS ETF shares in Q4 2023, an estimated $1.09M.
  • Legacy Financial Group (Iowa) first reported a position in Schwab US TIPS ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Schwab US TIPS ETF position peaked at $1.09M in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.