Ahrens Investment Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Ahrens Investment Partners’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	$220K	Sell	8,208 -5,756	-41%	-$151K	0.11%	130
2022 Q4	$362K	Sell	13,964 -11,896	-46%	-$311K	0.16%	103
2022 Q3	$670K	Buy	25,860 +486	+2%	+$13.5K	0.35%	59
2022 Q2	$708K	Sell	25,374 -13,892	-35%	-$403K	0.31%	70
2022 Q1	$1.19M	Buy	39,266 +8,152	+26%	+$250K	0.38%	58
2021 Q4	$978K	Buy	31,114 +4,218	+16%	+$133K	0.43%	50
2021 Q3	$842K	Buy	26,896 +1,704	+7%	+$53.8K	0.4%	73
2021 Q2	$787K	Buy	25,192 +8,840	+54%	+$274K	0.36%	75
2021 Q1	$500K	Buy	16,352 +8,120	+99%	+$250K	0.25%	107
2020 Q4	$256K	Buy	8,232 +242	+3%	+$7.43K	0.14%	142
2020 Q3	$246K	Buy	+7,990	New	+$245K	0.16%	128

Other funds holding SCHP

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 Greenwood Village, Colorado $38.5B AUM 18.4% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ahrens Investment Partners's SCHP Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Schwab US TIPS ETF (SCHP) stake by 41% in Q1 2023, selling an estimated $151K and leaving 8,208 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #130.

Ahrens Investment Partners first reported a position in SCHP in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Ahrens Investment Partners held 8,208 shares of Schwab US TIPS ETF worth $220K as of Q1 2023.
Ahrens Investment Partners sold 5,756 Schwab US TIPS ETF shares in Q1 2023, an estimated $151K.
Schwab US TIPS ETF made up 0.11% of Ahrens Investment Partners's portfolio in Q1 2023, its #130 holding.
Ahrens Investment Partners first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 11 quarters since.
Ahrens Investment Partners's Schwab US TIPS ETF position peaked at $1.19M in Q1 2022.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.