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

BCS 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
-8,676
Closed -$225K – 192
2022
Q3 		$225K Buy
8,676
+766
+10% +$21.3K 0.11% 163
2022
Q2 		$221K Sell
7,910
-9,258
-54% -$269K 0.1% 165
2022
Q1 		$521K Buy
17,168
+1,248
+8% +$38.3K 0.22% 102
2021
Q4 		$501K Buy
15,920
+1,354
+9% +$42.6K 0.18% 105
2021
Q3 		$456K Buy
14,566
+258
+2% +$8.14K 0.19% 98
2021
Q2 		$447K Buy
14,308
+4,408
+45% +$137K 0.24% 85
2021
Q1 		$303K Buy
9,900
+1,808
+22% +$55.7K 0.14% 116
2020
Q4 		$251K Buy
+8,092
New +$249K 0.13% 121

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

BCS Wealth Management's SCHP Position: Q4 2022 in Review

BCS Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 8,676 shares — an estimated $225K sold.

BCS Wealth Management first reported a position in SCHP in Q4 2020 and held it in 8 quarters. The position peaked at $521K in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • BCS Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • BCS Wealth Management sold 8,676 Schwab US TIPS ETF shares in Q4 2022, an estimated $225K.
  • BCS Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 8 quarters.
  • BCS Wealth Management's Schwab US TIPS ETF position peaked at $521K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on BCS Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.