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Beacon Bridge Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Beacon Bridge Wealth Partners’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
2024
Q1 		– Sell
-8,266
Closed -$216K – 110
2023
Q4 		$216K Sell
8,266
-836
-9% -$21.3K 0.11% 99
2023
Q3 		$230K Sell
9,102
-1,440
-14% -$37.1K 0.12% 85
2023
Q2 		$276K Buy
10,542
+72
+0.7% +$1.91K 0.14% 70
2023
Q1 		$281K Sell
10,470
-660
-6% -$17.4K 0.17% 68
2022
Q4 		$288K Buy
+11,130
New +$291K 0.21% 67

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Beacon Bridge Wealth Partners's SCHP Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 8,266 shares — an estimated $216K sold.

Beacon Bridge Wealth Partners first reported a position in SCHP in Q4 2022 and held it in 5 quarters. The position peaked at $288K in Q4 2022. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Beacon Bridge Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 8,266 Schwab US TIPS ETF shares in Q1 2024, an estimated $216K.
  • Beacon Bridge Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's Schwab US TIPS ETF position peaked at $288K in Q4 2022.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.