BWFA
SCHP icon

Baltimore-Washington Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Baltimore-Washington 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
2022
Q4 		– Sell
-1,116
Closed -$289K – 148
2022
Q3 		$289K Buy
+1,116
New +$31K 0.02% 126
2022
Q2 		– Sell
-392
Closed -$567K – 151
2022
Q1 		$567K Buy
+392
New +$12K 0.06% 106

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

Baltimore-Washington Financial Advisors's SCHP Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 1,116 shares — an estimated $289K sold.

Baltimore-Washington Financial Advisors first reported a position in SCHP in Q1 2022 and held it in 2 quarters. The position peaked at $567K in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,116 Schwab US TIPS ETF shares in Q4 2022, an estimated $289K.
  • Baltimore-Washington Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Schwab US TIPS ETF position peaked at $567K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.