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Beacon Financial Advisory’s Schwab US TIPS ETF SCHP Stock Holding History

Beacon Financial Advisory’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
-8,538
Closed -$221K – 204
2022
Q3 		$221K Sell
8,538
-1,306
-13% -$36.3K 0.16% 165
2022
Q2 		$275K Buy
9,844
+2,426
+33% +$70.4K 0.16% 167
2022
Q1 		$225K Sell
7,418
-4,458
-38% -$137K 0.11% 209
2021
Q4 		$373K Buy
+11,876
New +$374K 0.17% 154

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

Beacon Financial Advisory's SCHP Position: Q4 2022 in Review

Beacon Financial Advisory sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 8,538 shares — an estimated $221K sold.

Beacon Financial Advisory first reported a position in SCHP in Q4 2021 and held it in 4 quarters. The position peaked at $373K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Beacon Financial Advisory reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,538 Schwab US TIPS ETF shares in Q4 2022, an estimated $221K.
  • Beacon Financial Advisory first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 4 quarters.
  • Beacon Financial Advisory's Schwab US TIPS ETF position peaked at $373K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Beacon Financial Advisory's 13F filing for Q4 2022, filed 20 Jan 2023.