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Life Planning Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-70
Closed -$1.83K – 203
2023
Q4 		$1.83K Buy
+70
New +$1.78K ﹤0.01% 208

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JRP
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Life Planning Partners's SCHP Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 70 shares — an estimated $1.83K sold.

Life Planning Partners first reported a position in SCHP in Q4 2023 and held it in 1 quarter. The position peaked at $1.83K in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 70 Schwab US TIPS ETF shares in Q1 2024, an estimated $1.83K.
  • Life Planning Partners first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Schwab US TIPS ETF position peaked at $1.83K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.