ACG Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1,906	Closed	-$53K	–	864
2022 Q2	$53K	Buy	+1,906	New	+$55.3K	0.01%	427

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ACG Wealth's SCHP Position: Q3 2022 in Review

ACG Wealth sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 1,906 shares — an estimated $53K sold.

ACG Wealth first reported a position in SCHP in Q2 2022 and held it in 1 quarter. The position peaked at $53K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

ACG Wealth reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,906 Schwab US TIPS ETF shares in Q3 2022, an estimated $53K.
ACG Wealth first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Schwab US TIPS ETF position peaked at $53K in Q2 2022.
694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.