West Paces Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
– Sell
-94
Closed -$2.44K – 553
2022
Q3
$2.44K Buy
+94
New +$2.61K ﹤0.01% 425
2021
Q3
– Sell
-3,092
Closed -$96.6K – 631
2021
Q2
$96.6K Buy
+3,092
New +$95.9K 0.04% 149
2019
Q1
– Sell
-26,960
Closed -$718K – 482
2018
Q4
$718K Buy
+26,960
New +$717K 0.55% 44
2018
Q1
– Sell
-68,834
Closed -$1.91M – 464
2017
Q4
$1.91M Buy
68,834
+66,370
+2,694% +$1.84M 1.41% 14
2017
Q3
$68.1K Hold
2,464
– – 0.05% 157
2017
Q2
$67.8K Hold
2,464
– – 0.05% 152
2017
Q1
$68.4K Hold
2,464
– – 0.05% 152
2016
Q4
$67.6K Buy
+2,464
New +$68.7K 0.06% 162

Other funds holding SCHP

West Paces Advisors's SCHP Position: Q4 2022 in Review

West Paces Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 94 shares — an estimated $2.44K sold.

West Paces Advisors first reported a position in SCHP in Q4 2016 and held it in 8 quarters. The position peaked at $1.91M in Q4 2017. 696 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • West Paces Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • West Paces Advisors sold 94 Schwab US TIPS ETF shares in Q4 2022, an estimated $2.44K.
  • West Paces Advisors first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 8 quarters.
  • West Paces Advisors's Schwab US TIPS ETF position peaked at $1.91M in Q4 2017.
  • 696 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on West Paces Advisors's 13F filing for Q4 2022, filed 18 Dec 2023.