OCPWS
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One Charles Private Wealth Services’s Schwab US TIPS ETF SCHP Stock Holding History

One Charles Private Wealth Services’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
2020
Q3 		– Sell
-7,392
Closed -$227K – 77
2020
Q2 		$227K Buy
+7,392
New +$219K 0.12% 83

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AHSSHC
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MFM
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

One Charles Private Wealth Services's SCHP Position: Q3 2020 in Review

One Charles Private Wealth Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2020, closing a stake of 7,392 shares — an estimated $227K sold.

One Charles Private Wealth Services first reported a position in SCHP in Q2 2020 and held it in 1 quarter. The position peaked at $227K in Q2 2020. 429 funds tracked by Wall St. Rank hold SCHP as of Q3 2020.

  • One Charles Private Wealth Services reported no remaining Schwab US TIPS ETF position as of Q3 2020 after selling out during the quarter.
  • One Charles Private Wealth Services sold 7,392 Schwab US TIPS ETF shares in Q3 2020, an estimated $227K.
  • One Charles Private Wealth Services first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 1 quarter.
  • One Charles Private Wealth Services's Schwab US TIPS ETF position peaked at $227K in Q2 2020.
  • 429 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2020.

Based on One Charles Private Wealth Services's 13F filing for Q3 2020, filed 20 Oct 2020.