SWP
SCHP icon

Significant Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Significant Wealth 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
-17,216
Closed -$449K – 184
2023
Q4 		$449K Buy
+17,216
New +$438K 0.33% 88

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Significant Wealth Partners's SCHP Position: Q1 2024 in Review

Significant Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 17,216 shares — an estimated $449K sold.

Significant Wealth Partners first reported a position in SCHP in Q4 2023 and held it in 1 quarter. The position peaked at $449K in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Significant Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 17,216 Schwab US TIPS ETF shares in Q1 2024, an estimated $449K.
  • Significant Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Schwab US TIPS ETF position peaked at $449K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.