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Vantage Financial Partners (Wisconsin)’s Schwab US TIPS ETF SCHP Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		– Sell
-7,724
Closed -$207K – 201
2024
Q3 		$207K Buy
+7,724
New +$204K 0.05% 178
2024
Q2 		– Sell
-14,804
Closed -$386K – 157
2024
Q1 		$386K Sell
14,804
-222
-1% -$5.76K 0.1% 95
2023
Q4 		$392K Buy
+15,026
New +$382K 0.12% 87

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Vantage Financial Partners (Wisconsin)'s SCHP Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 7,724 shares — an estimated $207K sold.

Vantage Financial Partners (Wisconsin) first reported a position in SCHP in Q4 2023 and held it in 3 quarters. The position peaked at $392K in Q4 2023. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 7,724 Schwab US TIPS ETF shares in Q4 2024, an estimated $207K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 3 quarters.
  • Vantage Financial Partners (Wisconsin)'s Schwab US TIPS ETF position peaked at $392K in Q4 2023.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.