CCP
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Carmel Capital Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Carmel Capital 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
2023
Q2 		– Sell
-3,190
Closed -$85.5K – 469
2023
Q1 		$85.5K Buy
+3,190
New +$84K 0.05% 206

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EW
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Carmel Capital Partners's SCHP Position: Q2 2023 in Review

Carmel Capital Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 3,190 shares — an estimated $85.5K sold.

Carmel Capital Partners first reported a position in SCHP in Q1 2023 and held it in 1 quarter. The position peaked at $85.5K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Carmel Capital Partners reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 3,190 Schwab US TIPS ETF shares in Q2 2023, an estimated $85.5K.
  • Carmel Capital Partners first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Schwab US TIPS ETF position peaked at $85.5K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.