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C2C Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

C2C 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
Q1 		– Sell
-6,410
Closed -$202K – 229
2021
Q4 		$202K Buy
+6,410
New +$202K 0.03% 211

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Temasek Holdings
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

C2C Wealth Management's SCHP Position: Q1 2022 in Review

C2C Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 6,410 shares — an estimated $202K sold.

C2C Wealth Management first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • C2C Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • C2C Wealth Management sold 6,410 Schwab US TIPS ETF shares in Q1 2022, an estimated $202K.
  • C2C Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • C2C Wealth Management's Schwab US TIPS ETF position peaked at $202K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on C2C Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.