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

Graham Capital 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
2023
Q2 		– Sell
-764
Closed -$205K – 124
2023
Q1 		$205K Buy
+764
New +$20.1K 0.03% 169

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EW
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Graham Capital Wealth Management's SCHP Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 764 shares — an estimated $205K sold.

Graham Capital Wealth Management first reported a position in SCHP in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 764 Schwab US TIPS ETF shares in Q2 2023, an estimated $205K.
  • Graham Capital Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Schwab US TIPS ETF position peaked at $205K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.