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

BSW 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
2022
Q2 		– Sell
-7,150
Closed -$217K – 305
2022
Q1 		$217K Hold
7,150
– – 0.05% 264
2021
Q4 		$225K Hold
7,150
– – 0.06% 231
2021
Q3 		$224K Sell
7,150
-292
-4% -$9.21K 0.06% 224
2021
Q2 		$233K Buy
+7,442
New +$231K 0.06% 210

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PCA
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EW
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NA
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BSW Wealth Partners's SCHP Position: Q2 2022 in Review

BSW Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 7,150 shares — an estimated $217K sold.

BSW Wealth Partners first reported a position in SCHP in Q2 2021 and held it in 4 quarters. The position peaked at $233K in Q2 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • BSW Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 7,150 Schwab US TIPS ETF shares in Q2 2022, an estimated $217K.
  • BSW Wealth Partners first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 4 quarters.
  • BSW Wealth Partners's Schwab US TIPS ETF position peaked at $233K in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on BSW Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.