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

AAF 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
Q2 		– Sell
-9,358
Closed -$251K – 50
2023
Q1 		$251K Hold
9,358
– – 0.16% 37
2022
Q4 		$242K Buy
9,358
+174
+2% +$4.55K 0.17% 36
2022
Q3 		$238K Buy
9,184
+142
+2% +$3.95K 0.19% 31
2022
Q2 		$252K Buy
9,042
+178
+2% +$5.17K 0.19% 29
2022
Q1 		$269K Buy
+8,864
New +$272K 0.18% 28

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AAF Wealth Management's SCHP Position: Q2 2023 in Review

AAF Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 9,358 shares — an estimated $251K sold.

AAF Wealth Management first reported a position in SCHP in Q1 2022 and held it in 5 quarters. The position peaked at $269K in Q1 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • AAF Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • AAF Wealth Management sold 9,358 Schwab US TIPS ETF shares in Q2 2023, an estimated $251K.
  • AAF Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 5 quarters.
  • AAF Wealth Management's Schwab US TIPS ETF position peaked at $269K in Q1 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on AAF Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.