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

Altium 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
2022 Q2	–	Sell	-17,974	Closed	-$546K	–	390
2022 Q1	$546K	Sell	17,974 -341,114	-95%	-$10.5M	0.04%	251
2021 Q4	$11.3M	Buy	359,088 +17,236	+5%	+$543K	0.73%	22
2021 Q3	$10.7M	Buy	341,852 +129,406	+61%	+$4.08M	0.76%	22
2021 Q2	$6.64M	Buy	212,446 +24,424	+13%	+$757K	0.49%	28
2021 Q1	$5.75M	Buy	188,022 +10,928	+6%	+$337K	0.46%	29
2020 Q4	$5.5M	Buy	177,094 +13,150	+8%	+$404K	0.49%	27
2020 Q3	$5.05M	Buy	163,944 +11,928	+8%	+$365K	0.53%	26
2020 Q2	$4.56M	Buy	+152,016	New	+$4.5M	0.51%	27

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

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

PCA

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

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's SCHP Position: Q2 2022 in Review

Altium Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 17,974 shares — an estimated $546K sold.

Altium Wealth Management first reported a position in SCHP in Q2 2020 and held it in 8 quarters. The position peaked at $11.3M in Q4 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

Altium Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 17,974 Schwab US TIPS ETF shares in Q2 2022, an estimated $546K.
Altium Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 8 quarters.
Altium Wealth Management's Schwab US TIPS ETF position peaked at $11.3M in Q4 2021.
715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.