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

Baldrige 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
Q1 		$2.05M Buy
76,542
+3,292
+4% +$86.6K 0.84% 32
2022
Q4 		$1.9M Buy
73,250
+304
+0.4% +$7.95K 0.84% 30
2022
Q3 		$1.89M Sell
72,946
-596
-0.8% -$16.6K 0.9% 30
2022
Q2 		$2.05M Buy
73,542
+34
+0% +$987 0.94% 28
2022
Q1 		$2.23M Buy
73,508
+3,570
+5% +$109K 0.91% 26
2021
Q4 		$2.2M Buy
69,938
+4,772
+7% +$150K 0.86% 29
2021
Q3 		$2.04M Buy
65,166
+1,908
+3% +$60.2K 0.85% 29
2021
Q2 		$1.98M Buy
63,258
+2,566
+4% +$79.6K 0.86% 30
2021
Q1 		$1.86M Buy
60,692
+1,958
+3% +$60.3K 1.01% 28
2020
Q4 		$1.82M Buy
58,734
+2,682
+5% +$82.4K 1.08% 25
2020
Q3 		$1.73M Buy
56,052
+160
+0.3% +$4.9K 1.16% 23
2020
Q2 		$1.68M Sell
55,892
-198
-0.4% -$5.87K 1.26% 21
2020
Q1 		$1.61M Buy
56,090
+1,600
+3% +$45.8K 1.41% 21
2019
Q4 		$1.54M Buy
54,490
+288
+0.5% +$8.16K 1.27% 24
2019
Q3 		$1.54M Buy
54,202
+1,786
+3% +$50.6K 1.36% 23
2019
Q2 		$1.48M Sell
52,416
-1,056
-2% -$29.2K 1.36% 21
2019
Q1 		$1.47M Buy
+53,472
New +$1.44M 1.43% 21

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Baldrige Asset Management's SCHP Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab US TIPS ETF (SCHP) stake by 4.5% in Q1 2023, buying an estimated $86.6K and bringing the position to 76,542 shares worth $2.05M. The position accounts for 0.84% of the portfolio, ranked #32.

Baldrige Asset Management first reported a position in SCHP in Q1 2019 and has held it in 17 quarters since. The position peaked at $2.23M in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Baldrige Asset Management held 76,542 shares of Schwab US TIPS ETF worth $2.05M as of Q1 2023.
  • Baldrige Asset Management bought 3,292 Schwab US TIPS ETF shares in Q1 2023, an estimated $86.6K.
  • Schwab US TIPS ETF made up 0.84% of Baldrige Asset Management's portfolio in Q1 2023, its #32 holding.
  • Baldrige Asset Management first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 17 quarters since.
  • Baldrige Asset Management's Schwab US TIPS ETF position peaked at $2.23M in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.