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Henrickson Nauta Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-92
Closed -$3K – 216
2021
Q4 		$3K Buy
+92
New +$2.9K ﹤0.01% 222

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PCA
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Franklin Resources
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's SCHP Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q1 2022, closing a stake of 92 shares — an estimated $3K sold.

Henrickson Nauta Wealth Advisors first reported a position in SCHP in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 92 Schwab US TIPS ETF shares in Q1 2022, an estimated $3K.
  • Henrickson Nauta Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Schwab US TIPS ETF position peaked at $3K in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.