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Arlington Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Arlington Financial Advisors’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
-8,072
Closed -$211K – 77
2024
Q1 		$211K Sell
8,072
-29,748
-79% -$772K 0.05% 69
2023
Q4 		$987K Buy
37,820
+230
+0.6% +$5.85K 0.3% 52
2023
Q3 		$949K Buy
37,590
+2,436
+7% +$62.8K 0.34% 43
2023
Q2 		$922K Buy
35,154
+1,984
+6% +$52.6K 0.34% 40
2023
Q1 		$889K Buy
33,170
+2,456
+8% +$64.6K 0.34% 40
2022
Q4 		$795K Buy
30,714
+1,514
+5% +$39.6K 0.34% 45
2022
Q3 		$756K Buy
29,200
+288
+1% +$8.01K 0.38% 37
2022
Q2 		$807K Buy
28,912
+836
+3% +$24.3K 0.36% 38
2022
Q1 		$852K Buy
28,076
+1,120
+4% +$34.3K 0.32% 40
2021
Q4 		$848K Buy
26,956
+400
+2% +$12.6K 0.29% 47
2021
Q3 		$831K Sell
26,556
-472
-2% -$14.9K 0.33% 41
2021
Q2 		$845K Buy
27,028
+5,318
+24% +$165K 0.32% 42
2021
Q1 		$664K Buy
21,710
+1,268
+6% +$39.1K 0.27% 45
2020
Q4 		$635K Buy
20,442
+1,674
+9% +$51.4K 0.27% 47
2020
Q3 		$578K Buy
18,768
+3,720
+25% +$114K 0.3% 45
2020
Q2 		$452K Sell
15,048
-3,166
-17% -$93.8K 0.26% 46
2020
Q1 		$524K Buy
18,214
+2,856
+19% +$81.8K 0.37% 39
2019
Q4 		$435K Buy
15,358
+564
+4% +$16K 0.24% 42
2019
Q3 		$420K Buy
14,794
+540
+4% +$15.3K 0.24% 42
2019
Q2 		$401K Buy
14,254
+1,722
+14% +$47.7K 0.23% 43
2019
Q1 		$345K Buy
12,532
+1,222
+11% +$33K 0.2% 44
2018
Q4 		$301K Buy
11,310
+82
+0.7% +$2.18K 0.13% 63
2018
Q3 		$297K Buy
11,228
+1,394
+14% +$38K 0.18% 46
2018
Q2 		$268K Buy
+9,834
New +$268K 0.16% 52

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Arlington Financial Advisors's SCHP Position: Q2 2024 in Review

Arlington Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 8,072 shares — an estimated $211K sold.

Arlington Financial Advisors first reported a position in SCHP in Q2 2018 and held it in 24 quarters. The position peaked at $987K in Q4 2023. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Arlington Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Arlington Financial Advisors sold 8,072 Schwab US TIPS ETF shares in Q2 2024, an estimated $211K.
  • Arlington Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2018 and held it in 24 quarters.
  • Arlington Financial Advisors's Schwab US TIPS ETF position peaked at $987K in Q4 2023.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Arlington Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.