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Concord Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Concord Wealth 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
Q4 		– Sell
-136
Closed -$3.41K – 990
2023
Q3 		$3.41K Buy
136
+2
+1% +$52 ﹤0.01% 780
2023
Q2 		$3.5K Buy
134
+2
+2% +$53 ﹤0.01% 774
2023
Q1 		$3.56K Hold
132
– – ﹤0.01% 727
2022
Q4 		$3.44K Buy
+132
New +$3.45K ﹤0.01% 839
2022
Q3 		– Sell
-128
Closed -$4K – 955
2022
Q2 		$4K Buy
128
+2
+2% +$58 ﹤0.01% 890
2022
Q1 		$4K Hold
126
– – ﹤0.01% 983
2021
Q4 		$4K Buy
+126
New +$3.97K ﹤0.01% 1012

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SEI Investments
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AllianceBernstein
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Concord Wealth Partners's SCHP Position: Q4 2023 in Review

Concord Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 136 shares — an estimated $3.41K sold.

Concord Wealth Partners first reported a position in SCHP in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Concord Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 136 Schwab US TIPS ETF shares in Q4 2023, an estimated $3.41K.
  • Concord Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Schwab US TIPS ETF position peaked at $4K in Q2 2022.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.