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

Birchcreek 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
2022 Q2	–	Sell	-7,320	Closed	-$222K	–	119
2022 Q1	$222K	Sell	7,320 -292	-4%	-$8.96K	0.2%	106
2021 Q4	$239K	Sell	7,612 -802	-10%	-$25.3K	0.21%	102
2021 Q3	$263K	Sell	8,414 -688	-8%	-$21.7K	0.25%	90
2021 Q2	$284K	Sell	9,102 -2,108	-19%	-$65.4K	0.27%	85
2021 Q1	$343K	Sell	11,210 -67,776	-86%	-$2.09M	0.36%	67
2020 Q4	$2.45M	Buy	+78,986	New	+$2.43M	2.4%	7

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birchcreek Wealth Management's SCHP Position: Q2 2022 in Review

Birchcreek Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 7,320 shares — an estimated $222K sold.

Birchcreek Wealth Management first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $2.45M in Q4 2020. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

Birchcreek Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
Birchcreek Wealth Management sold 7,320 Schwab US TIPS ETF shares in Q2 2022, an estimated $222K.
Birchcreek Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
Birchcreek Wealth Management's Schwab US TIPS ETF position peaked at $2.45M in Q4 2020.
715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Birchcreek Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.