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Cary Street Partners Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Cary Street Partners Asset 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
2024
Q2 		– Sell
-23,632
Closed -$616K – 209
2024
Q1 		$616K Buy
+23,632
New +$613K 0.1% 129

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Cary Street Partners Asset Management's SCHP Position: Q2 2024 in Review

Cary Street Partners Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 23,632 shares — an estimated $616K sold.

Cary Street Partners Asset Management first reported a position in SCHP in Q1 2024 and held it in 1 quarter. The position peaked at $616K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Cary Street Partners Asset Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 23,632 Schwab US TIPS ETF shares in Q2 2024, an estimated $616K.
  • Cary Street Partners Asset Management first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Cary Street Partners Asset Management's Schwab US TIPS ETF position peaked at $616K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2024, filed 22 Jul 2024.