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

Aprio 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
2024 Q2	–	Sell	-12,600	Closed	-$329K	–	268
2024 Q1	$329K	Sell	12,600 -28	-0.2%	-$726	0.06%	139
2023 Q4	$330K	Sell	12,628 -5,846	-32%	-$149K	0.07%	123
2023 Q3	$466K	Sell	18,474 -3,526	-16%	-$90.9K	0.13%	88
2023 Q2	$577K	Hold	22,000	–	–	0.16%	69
2023 Q1	$590K	Hold	22,000	–	–	0.18%	57
2022 Q4	$570K	Sell	22,000 -3,944	-15%	-$103K	0.2%	57
2022 Q3	$672K	Buy	25,944 +3,944	+18%	+$110K	0.27%	48
2022 Q2	$614K	Hold	22,000	–	–	0.24%	43
2022 Q1	$668K	Buy	22,000 +9,122	+71%	+$280K	0.25%	44
2021 Q4	$405K	Sell	12,878 -558	-4%	-$17.6K	0.17%	48
2021 Q3	$420K	Buy	13,436 +278	+2%	+$8.77K	0.19%	45
2021 Q2	$411K	Buy	+13,158	New	+$408K	0.19%	41
2020 Q4	$391K	Sell	12,600 -9,530	-43%	-$293K	0.26%	36
2020 Q3	$682K	Hold	22,130	–	–	0.48%	32
2020 Q2	$664K	Hold	22,130	–	–	0.64%	34
2020 Q1	$636K	Hold	22,130	–	–	0.81%	28
2019 Q4	$627K	Buy	+22,130	New	+$627K	0.46%	29

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

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

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

Aprio Wealth Management's SCHP Position: Q2 2024 in Review

Aprio Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 12,600 shares — an estimated $329K sold.

Aprio Wealth Management first reported a position in SCHP in Q4 2019 and held it in 17 quarters. The position peaked at $682K in Q3 2020. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Aprio Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Aprio Wealth Management sold 12,600 Schwab US TIPS ETF shares in Q2 2024, an estimated $329K.
Aprio Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 17 quarters.
Aprio Wealth Management's Schwab US TIPS ETF position peaked at $682K in Q3 2020.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Aprio Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.