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Wood Tarver Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Wood Tarver Financial Group’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
2025
Q1 		– Sell
-855
Closed -$22K – 788
2024
Q4 		$22K Buy
+855
New +$22.5K 0.01% 341

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EPM
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LNC
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JRP
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Wood Tarver Financial Group's SCHP Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2025, closing a stake of 855 shares — an estimated $22K sold.

Wood Tarver Financial Group first reported a position in SCHP in Q4 2024 and held it in 1 quarter. The position peaked at $22K in Q4 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining Schwab US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 855 Schwab US TIPS ETF shares in Q1 2025, an estimated $22K.
  • Wood Tarver Financial Group first reported a position in Schwab US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's Schwab US TIPS ETF position peaked at $22K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.