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San Luis Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

San Luis Wealth Advisors’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
Q2 		– Sell
-1,460
Closed -$46K – 354
2022
Q1 		$46K Buy
+1,460
New +$44.8K 0.02% 245

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NA
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San Luis Wealth Advisors's SCHP Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 1,460 shares — an estimated $46K sold.

San Luis Wealth Advisors first reported a position in SCHP in Q1 2022 and held it in 1 quarter. The position peaked at $46K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,460 Schwab US TIPS ETF shares in Q2 2022, an estimated $46K.
  • San Luis Wealth Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Schwab US TIPS ETF position peaked at $46K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.