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MB Generational Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

MB Generational Wealth’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
2024
Q2 		– Sell
-22,858
Closed -$183K – 64
2024
Q1 		$183K Buy
+22,858
New +$593K 0.14% 52

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LNC
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JRP
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MB Generational Wealth's SCHP Position: Q2 2024 in Review

MB Generational Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 22,858 shares — an estimated $183K sold.

MB Generational Wealth first reported a position in SCHP in Q1 2024 and held it in 1 quarter. The position peaked at $183K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • MB Generational Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • MB Generational Wealth sold 22,858 Schwab US TIPS ETF shares in Q2 2024, an estimated $183K.
  • MB Generational Wealth first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 1 quarter.
  • MB Generational Wealth's Schwab US TIPS ETF position peaked at $183K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on MB Generational Wealth's 13F filing for Q2 2024, filed 24 Jul 2024.