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

Centurion 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
2023
Q1 		– Sell
-31,842
Closed -$825K – 162
2022
Q4 		$825K Buy
+31,842
New +$833K 0.47% 50

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Centurion Wealth Management's SCHP Position: Q1 2023 in Review

Centurion Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 31,842 shares — an estimated $825K sold.

Centurion Wealth Management first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $825K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Centurion Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Centurion Wealth Management sold 31,842 Schwab US TIPS ETF shares in Q1 2023, an estimated $825K.
  • Centurion Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Centurion Wealth Management's Schwab US TIPS ETF position peaked at $825K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Centurion Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.