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Sugarloaf Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Sugarloaf Wealth 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
-20,858
Closed -$540K – 769
2022
Q4 		$540K Buy
+20,858
New +$546K 0.14% 71

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Sugarloaf Wealth Management's SCHP Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 20,858 shares — an estimated $540K sold.

Sugarloaf Wealth Management first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $540K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 20,858 Schwab US TIPS ETF shares in Q1 2023, an estimated $540K.
  • Sugarloaf Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Schwab US TIPS ETF position peaked at $540K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.