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

Bay Harbor 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
2022
Q2 		– Sell
-126
Closed -$4K – 204
2022
Q1 		$4K Buy
+126
New +$3.86K ﹤0.01% 151

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EW
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NA
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Bay Harbor Wealth Management's SCHP Position: Q2 2022 in Review

Bay Harbor Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 126 shares — an estimated $4K sold.

Bay Harbor Wealth Management first reported a position in SCHP in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Bay Harbor Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 126 Schwab US TIPS ETF shares in Q2 2022, an estimated $4K.
  • Bay Harbor Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Schwab US TIPS ETF position peaked at $4K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.