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Wambolt & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-8,808
Closed -$236K – 265
2023
Q1 		$236K Buy
+8,808
New +$232K 0.08% 233

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Wambolt & Associates's SCHP Position: Q2 2023 in Review

Wambolt & Associates sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 8,808 shares — an estimated $236K sold.

Wambolt & Associates first reported a position in SCHP in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Wambolt & Associates reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 8,808 Schwab US TIPS ETF shares in Q2 2023, an estimated $236K.
  • Wambolt & Associates first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Schwab US TIPS ETF position peaked at $236K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.