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Fulcrum Equity Management’s Schwab US TIPS ETF SCHP Stock Holding History

Fulcrum Equity 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
-9,394
Closed -$294K – 223
2021
Q2 		$294K Buy
+9,394
New +$291K 0.11% 147

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NA
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Fulcrum Equity Management's SCHP Position: Q3 2021 in Review

Fulcrum Equity Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2021, closing a stake of 9,394 shares — an estimated $294K sold.

Fulcrum Equity Management first reported a position in SCHP in Q2 2021 and held it in 1 quarter. The position peaked at $294K in Q2 2021. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Fulcrum Equity Management reported no remaining Schwab US TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 9,394 Schwab US TIPS ETF shares in Q3 2021, an estimated $294K.
  • Fulcrum Equity Management first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Schwab US TIPS ETF position peaked at $294K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.