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

Filbrandt 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
Q3 		– Sell
-202
Closed -$6K – 251
2021
Q2 		$6K Buy
+202
New +$6.26K ﹤0.01% 142
2020
Q2 		– Sell
-410
Closed -$12K – 446
2020
Q1 		$12K Buy
+410
New +$11.7K 0.01% 121

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Temasek Holdings
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Ameriprise
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NA
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UBS Group
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Filbrandt Wealth Management's SCHP Position: Q3 2021 in Review

Filbrandt Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2021, closing a stake of 202 shares — an estimated $6K sold.

Filbrandt Wealth Management first reported a position in SCHP in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2020. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Filbrandt Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 202 Schwab US TIPS ETF shares in Q3 2021, an estimated $6K.
  • Filbrandt Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 2 quarters.
  • Filbrandt Wealth Management's Schwab US TIPS ETF position peaked at $12K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.