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

Baron 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
2022
Q2 		– Sell
-118
Closed -$3.58K – 214
2022
Q1 		$3.58K Hold
118
– – ﹤0.01% 191
2021
Q4 		$3.71K Hold
118
– – ﹤0.01% 192
2021
Q3 		$3.69K Hold
118
– – ﹤0.01% 198
2021
Q2 		$3.69K Hold
118
– – ﹤0.01% 207
2021
Q1 		$3.61K Sell
118
-116
-50% -$3.57K ﹤0.01% 209
2020
Q4 		$7.26K Sell
234
-272
-54% -$8.36K 0.01% 188
2020
Q3 		$15.6K Buy
+506
New +$15.5K 0.01% 150

Other funds holding SCHP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baron Financial Group's SCHP Position: Q2 2022 in Review

Baron Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 118 shares — an estimated $3.58K sold.

Baron Financial Group first reported a position in SCHP in Q3 2020 and held it in 7 quarters. The position peaked at $15.6K in Q3 2020. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Baron Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Baron Financial Group sold 118 Schwab US TIPS ETF shares in Q2 2022, an estimated $3.58K.
  • Baron Financial Group first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 7 quarters.
  • Baron Financial Group's Schwab US TIPS ETF position peaked at $15.6K in Q3 2020.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Baron Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.