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Baker Avenue Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Baker Avenue Asset 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 		– Sell
-806
Closed -$21.1K – 1715
2023
Q2 		$21.1K Buy
+806
New +$21.4K ﹤0.01% 639
2023
Q1 		– Sell
-692
Closed -$17.9K – 1724
2022
Q4 		$17.9K Buy
+692
New +$18.1K ﹤0.01% 632

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Goldman Sachs
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Franklin Resources
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Baker Avenue Asset Management's SCHP Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 806 shares — an estimated $21.1K sold.

Baker Avenue Asset Management first reported a position in SCHP in Q4 2022 and held it in 2 quarters. The position peaked at $21.1K in Q2 2023. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 806 Schwab US TIPS ETF shares in Q3 2023, an estimated $21.1K.
  • Baker Avenue Asset Management first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Baker Avenue Asset Management's Schwab US TIPS ETF position peaked at $21.1K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.