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

Navigoe 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
2025
Q2 		– Sell
-9
Closed – – 181
2025
Q1 		$0 Buy
+9
New +$237 ﹤0.01% 178

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Navigoe Wealth Management's SCHP Position: Q2 2025 in Review

Navigoe Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2025, closing a stake of 9 shares.

Navigoe Wealth Management first reported a position in SCHP in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 663 funds tracked by Wall St. Rank hold SCHP as of Q2 2025.

  • Navigoe Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 9 Schwab US TIPS ETF shares in Q2 2025.
  • Navigoe Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Navigoe Wealth Management's Schwab US TIPS ETF position peaked at $0 in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2025.

Based on Navigoe Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.