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Atlas Private Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-142
Closed -$4K – 325
2021
Q1 		$4K Buy
+142
New +$4.38K ﹤0.01% 349

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NA
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Atlas Private Wealth Management's SCHP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 142 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in SCHP in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 142 Schwab US TIPS ETF shares in Q2 2021, an estimated $4K.
  • Atlas Private Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's Schwab US TIPS ETF position peaked at $4K in Q1 2021.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.