SHFP
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Second Half Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Second Half Financial 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
-7,756
Closed -$203K – 117
2023
Q2 		$203K Buy
+7,756
New +$206K 0.05% 147

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Second Half Financial Partners's SCHP Position: Q3 2023 in Review

Second Half Financial Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 7,756 shares — an estimated $203K sold.

Second Half Financial Partners first reported a position in SCHP in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Second Half Financial Partners reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 7,756 Schwab US TIPS ETF shares in Q3 2023, an estimated $203K.
  • Second Half Financial Partners first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Schwab US TIPS ETF position peaked at $203K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.