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

TFO 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
2022
Q4 		– Sell
-920
Closed -$24K – 939
2022
Q3 		$24K Buy
+920
New +$25.6K 0.01% 66

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TFO Wealth Partners's SCHP Position: Q4 2022 in Review

TFO Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 920 shares — an estimated $24K sold.

TFO Wealth Partners first reported a position in SCHP in Q3 2022 and held it in 1 quarter. The position peaked at $24K in Q3 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • TFO Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 920 Schwab US TIPS ETF shares in Q4 2022, an estimated $24K.
  • TFO Wealth Partners first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Schwab US TIPS ETF position peaked at $24K in Q3 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.