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

Adams 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
Q1 		– Sell
-91,546
Closed -$2.37M – 112
2022
Q4 		$2.37M Buy
91,546
+9,362
+11% +$245K 0.84% 20
2022
Q3 		$2.13M Sell
82,184
-38,646
-32% -$1.07M 0.8% 17
2022
Q2 		$3.37M Sell
120,830
-6,332
-5% -$184K 1.28% 11
2022
Q1 		$3.86M Sell
127,162
-14,350
-10% -$440K 1.26% 11
2021
Q4 		$4.45M Buy
141,512
+3,562
+3% +$112K 1.31% 13
2021
Q3 		$4.32M Buy
137,950
+2,064
+2% +$65.1K 1.63% 9
2021
Q2 		$4.25M Sell
135,886
-4,262
-3% -$132K 1.81% 9
2021
Q1 		$4.29M Buy
140,148
+26,394
+23% +$813K 1.97% 9
2020
Q4 		$3.53M Buy
113,754
+15,144
+15% +$465K 2.22% 8
2020
Q3 		$3.04M Buy
98,610
+36,464
+59% +$1.12M 2.37% 7
2020
Q2 		$1.86M Buy
62,146
+2,126
+4% +$63K 1.91% 9
2020
Q1 		$1.73M Buy
+60,020
New +$1.72M 2.17% 9

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Adams Wealth Management's SCHP Position: Q1 2023 in Review

Adams Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 91,546 shares — an estimated $2.37M sold.

Adams Wealth Management first reported a position in SCHP in Q1 2020 and held it in 12 quarters. The position peaked at $4.45M in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Adams Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Adams Wealth Management sold 91,546 Schwab US TIPS ETF shares in Q1 2023, an estimated $2.37M.
  • Adams Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2020 and held it in 12 quarters.
  • Adams Wealth Management's Schwab US TIPS ETF position peaked at $4.45M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Adams Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.