9WM
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9258 Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

9258 Wealth Management’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
2019
Q4 		– Sell
-10,640
Closed -$302K – 319
2019
Q3 		$302K Buy
+10,640
New +$302K 0.24% 132

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RBA
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UBS Group
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Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

9258 Wealth Management's SCHP Position: Q4 2019 in Review

9258 Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2019, closing a stake of 10,640 shares — an estimated $302K sold.

9258 Wealth Management first reported a position in SCHP in Q3 2019 and held it in 1 quarter. The position peaked at $302K in Q3 2019. 379 funds tracked by Wall St. Rank hold SCHP as of Q4 2019.

  • 9258 Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 10,640 Schwab US TIPS ETF shares in Q4 2019, an estimated $302K.
  • 9258 Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Schwab US TIPS ETF position peaked at $302K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2019.

Based on 9258 Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.