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

Beaird Harris 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
2023
Q2 		– Sell
-26
Closed -$697 – 490
2023
Q1 		$697 Buy
26
+4
+18% +$105 ﹤0.01% 431
2022
Q4 		$570 Hold
22
– – ﹤0.01% 692
2022
Q3 		$1K Hold
22
– – ﹤0.01% 457
2022
Q2 		$1K Hold
22
– – ﹤0.01% 383
2022
Q1 		$1K Sell
22
-820
-97% -$25.1K ﹤0.01% 577
2021
Q4 		$26K Buy
+842
New +$26.5K 0.01% 301

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Beaird Harris Wealth Management's SCHP Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 26 shares — an estimated $697 sold.

Beaird Harris Wealth Management first reported a position in SCHP in Q4 2021 and held it in 6 quarters. The position peaked at $26K in Q4 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 26 Schwab US TIPS ETF shares in Q2 2023, an estimated $697.
  • Beaird Harris Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 6 quarters.
  • Beaird Harris Wealth Management's Schwab US TIPS ETF position peaked at $26K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.