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Adirondack Trust Company’s Schwab US TIPS ETF SCHP Stock Holding History

Adirondack Trust Company’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
-918
Closed -$23.8K – 493
2022
Q4 		$23.8K Hold
918
– – 0.01% 251
2022
Q3 		$24K Hold
918
– – 0.01% 245
2022
Q2 		$26K Hold
918
– – 0.01% 232
2022
Q1 		$28K Hold
918
– – 0.01% 227
2021
Q4 		$29K Hold
918
– – 0.01% 220
2021
Q3 		$29K Hold
918
– – 0.01% 222
2021
Q2 		$29K Hold
918
– – 0.01% 220
2021
Q1 		$28K Buy
+918
New +$28.3K 0.01% 222

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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
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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

Adirondack Trust Company's SCHP Position: Q1 2023 in Review

Adirondack Trust Company sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 918 shares — an estimated $23.8K sold.

Adirondack Trust Company first reported a position in SCHP in Q1 2021 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Adirondack Trust Company reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Adirondack Trust Company sold 918 Schwab US TIPS ETF shares in Q1 2023, an estimated $23.8K.
  • Adirondack Trust Company first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 8 quarters.
  • Adirondack Trust Company's Schwab US TIPS ETF position peaked at $29K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Adirondack Trust Company's 13F filing for Q1 2023, filed 28 Apr 2023.