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

BerganKDV 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 Q1	–	Sell	-112	Closed	-$2.9K	–	1112
2022 Q4	$2.9K	Buy	+112	New	+$2.93K	﹤0.01%	758
2022 Q1	–	Sell	-234	Closed	-$7K	–	1093
2021 Q4	$7K	Sell	234 -1,002	-81%	-$31.6K	﹤0.01%	734
2021 Q3	$39K	Buy	+1,236	New	+$39K	﹤0.01%	435
2021 Q1	–	Sell	-1,112	Closed	-$35K	–	985
2020 Q4	$35K	Buy	+1,112	New	+$34.2K	﹤0.01%	399
2020 Q2	–	Sell	-20	Closed	-$1K	–	1074
2020 Q1	$1K	Sell	20 -504	-96%	-$14.4K	﹤0.01%	875
2019 Q4	$15K	Buy	+524	New	+$14.9K	﹤0.01%	488

Other funds holding SCHP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 $41.9B AUM 18.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BerganKDV Wealth Management's SCHP Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 112 shares — an estimated $2.9K sold.

BerganKDV Wealth Management first reported a position in SCHP in Q4 2019 and held it in 6 quarters. The position peaked at $39K in Q3 2021. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

BerganKDV Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 112 Schwab US TIPS ETF shares in Q1 2023, an estimated $2.9K.
BerganKDV Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 6 quarters.
BerganKDV Wealth Management's Schwab US TIPS ETF position peaked at $39K in Q3 2021.
657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.