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

Aspire 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 Q1	–	Sell	-180	Closed	-$4.68K	–	194
2023 Q4	$4.68K	Hold	180	–	–	﹤0.01%	167
2023 Q3	$4.53K	Sell	180 -282	-61%	-$7.27K	﹤0.01%	165
2023 Q2	$12.1K	Buy	462 +34	+8%	+$901	0.01%	159
2023 Q1	$11.5K	Sell	428 -5,586	-93%	-$147K	0.01%	157
2022 Q4	$156K	Sell	6,014 -114	-2%	-$2.98K	0.14%	94
2022 Q3	$159K	Buy	6,128 +1,860	+44%	+$51.7K	0.15%	86
2022 Q2	$119K	Buy	4,268 +188	+5%	+$5.46K	0.11%	95
2022 Q1	$124K	Buy	4,080 +212	+5%	+$6.5K	0.1%	97
2021 Q4	$122K	Buy	+3,868	New	+$122K	0.1%	101

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Aspire Wealth Management's SCHP Position: Q1 2024 in Review

Aspire Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 180 shares — an estimated $4.68K sold.

Aspire Wealth Management first reported a position in SCHP in Q4 2021 and held it in 9 quarters. The position peaked at $159K in Q3 2022. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Aspire Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 180 Schwab US TIPS ETF shares in Q1 2024, an estimated $4.68K.
Aspire Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 9 quarters.
Aspire Wealth Management's Schwab US TIPS ETF position peaked at $159K in Q3 2022.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.