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McElhenny Sheffield Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

McElhenny Sheffield Capital 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
-204
Closed -$5.28K – 515
2022
Q4 		$5.28K Buy
+204
New +$5.34K ﹤0.01% 394

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EW
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McElhenny Sheffield Capital Management's SCHP Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 204 shares — an estimated $5.28K sold.

McElhenny Sheffield Capital Management first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $5.28K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 204 Schwab US TIPS ETF shares in Q1 2023, an estimated $5.28K.
  • McElhenny Sheffield Capital Management first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Schwab US TIPS ETF position peaked at $5.28K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.