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Pacific Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-384
Closed -$10K – 163
2014
Q4 		$10K Buy
+384
New +$10.5K ﹤0.01% 159

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Pacific Financial Group's SCHP Position: Q1 2015 in Review

Pacific Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2015, closing a stake of 384 shares — an estimated $10K sold.

Pacific Financial Group first reported a position in SCHP in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 77 funds tracked by Wall St. Rank hold SCHP as of Q1 2015.

  • Pacific Financial Group reported no remaining Schwab US TIPS ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 384 Schwab US TIPS ETF shares in Q1 2015, an estimated $10K.
  • Pacific Financial Group first reported a position in Schwab US TIPS ETF in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Schwab US TIPS ETF position peaked at $10K in Q4 2014.
  • 77 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.