Better Money Decisions’s Schwab US TIPS ETF SCHP Stock Holding History

Better Money Decisions’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	-22,858	Closed	-$592K	–	74
2022 Q4	$592K	Sell	22,858 -188,782	-89%	-$4.94M	0.51%	36
2022 Q3	$5.48M	Buy	211,640 +12,360	+6%	+$344K	5.34%	5
2022 Q2	$5.56M	Buy	199,280 +40,378	+25%	+$1.17M	4.71%	5
2022 Q1	$4.82M	Buy	+158,902	New	+$4.87M	4.52%	7
2021 Q4	–	Sell	-3,730	Closed	-$117K	–	473
2021 Q3	$117K	Buy	+3,730	New	+$118K	0.1%	97

Other funds holding SCHP

JP Morgan Chase New York $1.56T AUM 27.86% 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 $38.5B AUM 18.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Better Money Decisions's SCHP Position: Q1 2023 in Review

Better Money Decisions sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 22,858 shares — an estimated $592K sold.

Better Money Decisions first reported a position in SCHP in Q3 2021 and held it in 5 quarters. The position peaked at $5.56M in Q2 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Better Money Decisions reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Better Money Decisions sold 22,858 Schwab US TIPS ETF shares in Q1 2023, an estimated $592K.
Better Money Decisions first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 5 quarters.
Better Money Decisions's Schwab US TIPS ETF position peaked at $5.56M in Q2 2022.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.