Antonetti Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Antonetti Capital 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 Q3	$2.02K	Hold	80	–	–	﹤0.01%	272
2023 Q2	$2.1K	Hold	80	–	–	﹤0.01%	281
2023 Q1	$2.14K	Hold	80	–	–	﹤0.01%	281
2022 Q4	$2.07K	Sell	80 -3,600	-98%	-$94.2K	﹤0.01%	280
2022 Q3	$95K	Hold	3,680	–	–	0.11%	66
2022 Q2	$103K	Hold	3,680	–	–	0.11%	66
2022 Q1	$112K	Sell	3,680 -21,970	-86%	-$674K	0.11%	74
2021 Q4	$807K	Buy	25,650 +2,130	+9%	+$67.1K	0.63%	25
2021 Q3	$736K	Buy	+23,520	New	+$742K	0.6%	29

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Antonetti Capital Management's SCHP Position: Q3 2023 in Review

Antonetti Capital Management held its Schwab US TIPS ETF (SCHP) position steady in Q3 2023 at 80 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Antonetti Capital Management first reported a position in SCHP in Q3 2021 and has held it in 9 quarters since. The position peaked at $807K in Q4 2021. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

Antonetti Capital Management held 80 shares of Schwab US TIPS ETF worth $2.02K as of Q3 2023.
Antonetti Capital Management left its Schwab US TIPS ETF share count unchanged in Q3 2023.
Schwab US TIPS ETF made up ﹤0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #272 holding.
Antonetti Capital Management first reported a position in Schwab US TIPS ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Schwab US TIPS ETF position peaked at $807K in Q4 2021.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.