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Insight Wealth Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-7,688
Closed -$241K – 187
2021
Q3 		$241K Buy
+7,688
New +$243K 0.03% 172

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Franklin Resources
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Ameriprise
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Temasek Holdings
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Insight Wealth Strategies's SCHP Position: Q4 2021 in Review

Insight Wealth Strategies sold out of Schwab US TIPS ETF (SCHP) in Q4 2021, closing a stake of 7,688 shares — an estimated $241K sold.

Insight Wealth Strategies first reported a position in SCHP in Q3 2021 and held it in 1 quarter. The position peaked at $241K in Q3 2021. 765 funds tracked by Wall St. Rank hold SCHP as of Q4 2021.

  • Insight Wealth Strategies reported no remaining Schwab US TIPS ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,688 Schwab US TIPS ETF shares in Q4 2021, an estimated $241K.
  • Insight Wealth Strategies first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 1 quarter.
  • Insight Wealth Strategies's Schwab US TIPS ETF position peaked at $241K in Q3 2021.
  • 765 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.