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

Atticus 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
2020
Q2 		– Sell
-30
Closed -$1K – 321
2020
Q1 		$1K Hold
30
– – ﹤0.01% 293
2019
Q4 		$1K Buy
+30
New +$850 ﹤0.01% 352

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Bank of America
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AHSSHC
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MFM
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
MIS
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Atticus Wealth Management's SCHP Position: Q2 2020 in Review

Atticus Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in SCHP in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 411 funds tracked by Wall St. Rank hold SCHP as of Q2 2020.

  • Atticus Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 30 Schwab US TIPS ETF shares in Q2 2020, an estimated $1K.
  • Atticus Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 2 quarters.
  • Atticus Wealth Management's Schwab US TIPS ETF position peaked at $1K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2020.

Based on Atticus Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.