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Capasso Planning Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Capasso Planning Partners’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
Q3 		– Sell
-20,560
Closed -$574K – 95
2022
Q2 		$574K Buy
20,560
+194
+1% +$5.63K 0.41% 43
2022
Q1 		$618K Hold
20,366
– – 0.44% 44
2021
Q4 		$640K Buy
+20,366
New +$641K 0.47% 41

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PCA
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Temasek Holdings
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capasso Planning Partners's SCHP Position: Q3 2022 in Review

Capasso Planning Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 20,560 shares — an estimated $574K sold.

Capasso Planning Partners first reported a position in SCHP in Q4 2021 and held it in 3 quarters. The position peaked at $640K in Q4 2021. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Capasso Planning Partners reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 20,560 Schwab US TIPS ETF shares in Q3 2022, an estimated $574K.
  • Capasso Planning Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 3 quarters.
  • Capasso Planning Partners's Schwab US TIPS ETF position peaked at $640K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Capasso Planning Partners's 13F filing for Q3 2022, filed 9 Nov 2022.