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

SevenBridge 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
2019
Q3 		– Sell
-68
Closed -$2K – 494
2019
Q2 		$2K Buy
68
+58
+580% +$1.61K ﹤0.01% 595
2019
Q1 		$0 Hold
10
– – ﹤0.01% 617
2018
Q4 		$0 Buy
+10
New +$266 ﹤0.01% 602

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RBA
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UBS Group
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Ameriprise
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Envestnet Asset Management
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UCFA
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SevenBridge Financial Group's SCHP Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2019, closing a stake of 68 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in SCHP in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 336 funds tracked by Wall St. Rank hold SCHP as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Schwab US TIPS ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 68 Schwab US TIPS ETF shares in Q3 2019, an estimated $2K.
  • SevenBridge Financial Group first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 3 quarters.
  • SevenBridge Financial Group's Schwab US TIPS ETF position peaked at $2K in Q2 2019.
  • 336 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.