JWWM
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Johnson & White Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Johnson & White 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
2022
Q4 		– Sell
-15,210
Closed -$394K – 116
2022
Q3 		$394K Buy
+15,210
New +$423K 0.44% 54

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Johnson & White Wealth Management's SCHP Position: Q4 2022 in Review

Johnson & White Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 15,210 shares — an estimated $394K sold.

Johnson & White Wealth Management first reported a position in SCHP in Q3 2022 and held it in 1 quarter. The position peaked at $394K in Q3 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Johnson & White Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Johnson & White Wealth Management sold 15,210 Schwab US TIPS ETF shares in Q4 2022, an estimated $394K.
  • Johnson & White Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Schwab US TIPS ETF position peaked at $394K in Q3 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Johnson & White Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.