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

Baker Tilly 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
2022
Q4 		– Sell
-10,682
Closed -$277K – 561
2022
Q3 		$277K Sell
10,682
-6,756
-39% -$188K 0.04% 425
2022
Q2 		$487K Buy
17,438
+5,948
+52% +$173K 0.06% 313
2022
Q1 		$349K Sell
11,490
-21,342
-65% -$655K 0.04% 410
2021
Q4 		$1.03M Buy
32,832
+20,492
+166% +$645K 0.11% 189
2021
Q3 		$386K Buy
+12,340
New +$389K 0.05% 373

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Baker Tilly Wealth Management's SCHP Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 10,682 shares — an estimated $277K sold.

Baker Tilly Wealth Management first reported a position in SCHP in Q3 2021 and held it in 5 quarters. The position peaked at $1.03M in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,682 Schwab US TIPS ETF shares in Q4 2022, an estimated $277K.
  • Baker Tilly Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 5 quarters.
  • Baker Tilly Wealth Management's Schwab US TIPS ETF position peaked at $1.03M in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.