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RAFFA WEALTH MANAGEMENT, LLC’s Schwab US TIPS ETF SCHP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q4 		– Sell
-1,780
Closed -$54.8K – 928
2020
Q3 		$54.8K Buy
+1,780
New +$54.5K 0.02% 115

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QCM
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JP Morgan Chase
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Franklin Resources
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UBS Group
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHP Position: Q4 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Schwab US TIPS ETF (SCHP) in Q4 2020, closing a stake of 1,780 shares — an estimated $54.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHP in Q3 2020 and held it in 1 quarter. The position peaked at $54.8K in Q3 2020. 488 funds tracked by Wall St. Rank hold SCHP as of Q4 2020.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Schwab US TIPS ETF position as of Q4 2020 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,780 Schwab US TIPS ETF shares in Q4 2020, an estimated $54.8K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Schwab US TIPS ETF position peaked at $54.8K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2020, filed 27 Jul 2026.