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

BKM 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
2024
Q1 		– Sell
-400
Closed -$10.4K – 487
2023
Q4 		$10.4K Buy
+400
New +$10.2K ﹤0.01% 450

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BKM Wealth Management's SCHP Position: Q1 2024 in Review

BKM Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 400 shares — an estimated $10.4K sold.

BKM Wealth Management first reported a position in SCHP in Q4 2023 and held it in 1 quarter. The position peaked at $10.4K in Q4 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • BKM Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 400 Schwab US TIPS ETF shares in Q1 2024, an estimated $10.4K.
  • BKM Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Schwab US TIPS ETF position peaked at $10.4K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.