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Great Diamond Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Great Diamond 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
2023
Q4 		– Sell
-19,482
Closed -$492K – 237
2023
Q3 		$492K Buy
+19,482
New +$502K 0.13% 131
2020
Q1 		– Sell
-400
Closed -$11K – 503
2019
Q4 		$11K Buy
+400
New +$11.3K ﹤0.01% 553

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Cerity Partners
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Great Diamond Partners's SCHP Position: Q4 2023 in Review

Great Diamond Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 19,482 shares — an estimated $492K sold.

Great Diamond Partners first reported a position in SCHP in Q4 2019 and held it in 2 quarters. The position peaked at $492K in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • Great Diamond Partners reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Great Diamond Partners sold 19,482 Schwab US TIPS ETF shares in Q4 2023, an estimated $492K.
  • Great Diamond Partners first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 2 quarters.
  • Great Diamond Partners's Schwab US TIPS ETF position peaked at $492K in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Great Diamond Partners's 13F filing for Q4 2023, filed 7 Feb 2024.