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ABLE Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

ABLE Financial Group’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
Q4 		– Sell
-11,616
Closed -$293K – 154
2023
Q3 		$293K Sell
11,616
-6,492
-36% -$167K 0.15% 109
2023
Q2 		$475K Sell
18,108
-86,510
-83% -$2.29M 0.25% 73
2023
Q1 		$2.8M Buy
+104,618
New +$2.75M 1.83% 14

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ABLE Financial Group's SCHP Position: Q4 2023 in Review

ABLE Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 11,616 shares — an estimated $293K sold.

ABLE Financial Group first reported a position in SCHP in Q1 2023 and held it in 3 quarters. The position peaked at $2.8M in Q1 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

  • ABLE Financial Group reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • ABLE Financial Group sold 11,616 Schwab US TIPS ETF shares in Q4 2023, an estimated $293K.
  • ABLE Financial Group first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 3 quarters.
  • ABLE Financial Group's Schwab US TIPS ETF position peaked at $2.8M in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on ABLE Financial Group's 13F filing for Q4 2023, filed 24 Jan 2024.