Belmont Capital’s Schwab US TIPS ETF SCHP Stock Holding History

Belmont Capital’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 Q4	–	Sell	-172	Closed	-$4.34K	–	175
2023 Q3	$4.34K	Hold	172	–	–	﹤0.01%	154
2023 Q2	$4.51K	Hold	172	–	–	﹤0.01%	163
2023 Q1	$4.61K	Hold	172	–	–	﹤0.01%	117
2022 Q4	$4K	Hold	172	–	–	﹤0.01%	120
2022 Q3	$4K	Buy	+172	New	+$4.78K	﹤0.01%	111
2022 Q1	–	Sell	-1,112	Closed	-$35K	–	78
2021 Q4	$35K	Hold	1,112	–	–	0.03%	34
2021 Q3	$35K	Buy	1,112 +368	+49%	+$11.6K	0.03%	37
2021 Q2	$23K	Sell	744 -14	-2%	-$434	0.02%	40
2021 Q1	$23K	Buy	758 +188	+33%	+$5.79K	0.03%	35
2020 Q4	$18K	Sell	570 -1,122	-66%	-$34.5K	0.01%	42
2020 Q3	$52K	Buy	1,692 +190	+13%	+$5.82K	0.02%	20
2020 Q2	$45K	Buy	+1,502	New	+$44.5K	0.03%	22

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Belmont Capital's SCHP Position: Q4 2023 in Review

Belmont Capital sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 172 shares — an estimated $4.34K sold.

Belmont Capital first reported a position in SCHP in Q2 2020 and held it in 12 quarters. The position peaked at $52K in Q3 2020. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Belmont Capital reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Belmont Capital sold 172 Schwab US TIPS ETF shares in Q4 2023, an estimated $4.34K.
Belmont Capital first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 12 quarters.
Belmont Capital's Schwab US TIPS ETF position peaked at $52K in Q3 2020.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Belmont Capital's 13F filing for Q4 2023, filed 13 Feb 2024.