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Barber Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Barber Financial Group’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 		$239K Buy
8,926
+564
+7% +$14.8K 0.04% 127
2022
Q4 		$217K Buy
+8,362
New +$219K 0.06% 124
2022
Q3 		– Sell
-8,120
Closed -$227K – 138
2022
Q2 		$227K Sell
8,120
-36
-0.4% -$1.04K 0.04% 131
2022
Q1 		$248K Buy
+8,156
New +$250K 0.03% 132

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

Barber Financial Group's SCHP Position: Q1 2023 in Review

Barber Financial Group increased its Schwab US TIPS ETF (SCHP) stake by 6.7% in Q1 2023, buying an estimated $14.8K and bringing the position to 8,926 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #127.

Barber Financial Group first reported a position in SCHP in Q1 2022 and has held it in 4 quarters since. The position peaked at $248K in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Barber Financial Group held 8,926 shares of Schwab US TIPS ETF worth $239K as of Q1 2023.
  • Barber Financial Group bought 564 Schwab US TIPS ETF shares in Q1 2023, an estimated $14.8K.
  • Schwab US TIPS ETF made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #127 holding.
  • Barber Financial Group first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 4 quarters since.
  • Barber Financial Group's Schwab US TIPS ETF position peaked at $248K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.