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

CCG 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
2021
Q4 		– Sell
-8,910
Closed -$279K – 117
2021
Q3 		$279K Buy
+8,910
New +$281K 0.16% 75

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NA
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UBS Group
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Temasek Holdings
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CCG Wealth Management's SCHP Position: Q4 2021 in Review

CCG Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 8,910 shares — an estimated $279K sold.

CCG Wealth Management first reported a position in SCHP in Q3 2021 and held it in 1 quarter. The position peaked at $279K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • CCG Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • CCG Wealth Management sold 8,910 Schwab US TIPS ETF shares in Q4 2021, an estimated $279K.
  • CCG Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 1 quarter.
  • CCG Wealth Management's Schwab US TIPS ETF position peaked at $279K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on CCG Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.