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Cannon Financial Strategists’s Schwab US TIPS ETF SCHP Stock Holding History

Cannon Financial Strategists’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
-7,676
Closed -$200K – 96
2023
Q4 		$200K Buy
+7,676
New +$195K 0.04% 87
2023
Q3 		– Sell
-7,676
Closed -$201K – 84
2023
Q2 		$201K Sell
7,676
-1,562
-17% -$41.4K 0.06% 78
2023
Q1 		$248K Buy
+9,238
New +$243K 0.08% 65

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

Cannon Financial Strategists's SCHP Position: Q1 2024 in Review

Cannon Financial Strategists sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 7,676 shares — an estimated $200K sold.

Cannon Financial Strategists first reported a position in SCHP in Q1 2023 and held it in 3 quarters. The position peaked at $248K in Q1 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Cannon Financial Strategists reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Cannon Financial Strategists sold 7,676 Schwab US TIPS ETF shares in Q1 2024, an estimated $200K.
  • Cannon Financial Strategists first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 3 quarters.
  • Cannon Financial Strategists's Schwab US TIPS ETF position peaked at $248K in Q1 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Cannon Financial Strategists's 13F filing for Q1 2024, filed 1 Oct 2024.