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Bradley & Co Private Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bradley & Co Private 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
-164
Closed -$4.28K – 205
2023
Q4 		$4.28K Buy
+164
New +$4.17K ﹤0.01% 155
2023
Q3 		– Sell
-200
Closed -$5.24K – 186
2023
Q2 		$5.24K Buy
+200
New +$5.3K 0.01% 131

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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

Bradley & Co Private Wealth Management's SCHP Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 164 shares — an estimated $4.28K sold.

Bradley & Co Private Wealth Management first reported a position in SCHP in Q2 2023 and held it in 2 quarters. The position peaked at $5.24K in Q2 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 164 Schwab US TIPS ETF shares in Q1 2024, an estimated $4.28K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's Schwab US TIPS ETF position peaked at $5.24K in Q2 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.