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Evolution Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-1,270
Closed -$36K – 593
2019
Q4 		$36K Buy
+1,270
New +$36K 0.01% 176

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MFM
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Evolution Wealth Advisors's SCHP Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2020, closing a stake of 1,270 shares — an estimated $36K sold.

Evolution Wealth Advisors first reported a position in SCHP in Q4 2019 and held it in 1 quarter. The position peaked at $36K in Q4 2019. 396 funds tracked by Wall St. Rank hold SCHP as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,270 Schwab US TIPS ETF shares in Q1 2020, an estimated $36K.
  • Evolution Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Schwab US TIPS ETF position peaked at $36K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.