FWP
SCHP icon

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

Firethorn 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
2022
Q4 		– Sell
-22,162
Closed -$574K – 139
2022
Q3 		$574K Sell
22,162
-696
-3% -$19.3K 0.53% 42
2022
Q2 		$656K Buy
22,858
+4,126
+22% +$120K 0.53% 44
2022
Q1 		$569K Sell
18,732
-7,896
-30% -$242K 0.43% 54
2021
Q4 		$837K Buy
+26,628
New +$838K 0.63% 38

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QCM
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PCA
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Temasek Holdings
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Goldman Sachs
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Franklin Resources
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
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Firethorn Wealth Partners's SCHP Position: Q4 2022 in Review

Firethorn Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 22,162 shares — an estimated $574K sold.

Firethorn Wealth Partners first reported a position in SCHP in Q4 2021 and held it in 4 quarters. The position peaked at $837K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Firethorn Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Firethorn Wealth Partners sold 22,162 Schwab US TIPS ETF shares in Q4 2022, an estimated $574K.
  • Firethorn Wealth Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 4 quarters.
  • Firethorn Wealth Partners's Schwab US TIPS ETF position peaked at $837K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Firethorn Wealth Partners's 13F filing for Q4 2022, filed 7 Feb 2023.