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

Triad 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
Q3 		– Sell
-1,688
Closed -$43.9K – 740
2024
Q2 		$43.9K Buy
+1,688
New +$43.6K 0.02% 246

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Triad Wealth Partners's SCHP Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 1,688 shares — an estimated $43.9K sold.

Triad Wealth Partners first reported a position in SCHP in Q2 2024 and held it in 1 quarter. The position peaked at $43.9K in Q2 2024. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,688 Schwab US TIPS ETF shares in Q3 2024, an estimated $43.9K.
  • Triad Wealth Partners first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab US TIPS ETF position peaked at $43.9K in Q2 2024.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.