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

Heirloom 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
Q1 		– Sell
-18,696
Closed -$484K – 53
2022
Q4 		$484K Buy
+18,696
New +$489K 0.3% 36

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Heirloom Wealth Management's SCHP Position: Q1 2023 in Review

Heirloom Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 18,696 shares — an estimated $484K sold.

Heirloom Wealth Management first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $484K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Heirloom Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Heirloom Wealth Management sold 18,696 Schwab US TIPS ETF shares in Q1 2023, an estimated $484K.
  • Heirloom Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Heirloom Wealth Management's Schwab US TIPS ETF position peaked at $484K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Heirloom Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.