Capital Directions Investment Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Capital Directions Investment Advisors’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 Q4	$21.1K	Buy	+814	New	+$21.3K	0.01%	173
2022 Q3	–	Sell	-814	Closed	-$22.6K	–	155
2022 Q2	$23K	Hold	814	–	–	0.01%	168
2022 Q1	$25K	Buy	+814	New	+$25K	0.01%	186
2021 Q4	–	Sell	-1,188	Closed	-$37K	–	191
2021 Q3	$37K	Hold	1,188	–	–	0.01%	154
2021 Q2	$37K	Buy	+1,188	New	+$36.8K	0.01%	134
2021 Q1	–	Sell	-1,564	Closed	-$49K	–	313
2020 Q4	$49K	Buy	1,564 +1,164	+291%	+$35.8K	0.02%	116
2020 Q3	$12K	Hold	400	–	–	﹤0.01%	181
2020 Q2	$12K	Hold	400	–	–	﹤0.01%	182
2020 Q1	$12K	Hold	400	–	–	0.01%	195
2019 Q4	$11K	Sell	400 -946	-70%	-$26.8K	﹤0.01%	220
2019 Q3	$38K	Buy	+1,346	New	+$38.1K	0.01%	149
2019 Q2	–	Sell	-432	Closed	-$12K	–	94
2019 Q1	$12K	Buy	+432	New	+$11.7K	﹤0.01%	85
2018 Q4	–	Sell	-400	Closed	-$11K	–	114
2018 Q3	$11K	Buy	+400	New	+$10.9K	﹤0.01%	132
2018 Q2	–	Sell	-430	Closed	-$12K	–	174
2018 Q1	$12K	Hold	430	–	–	﹤0.01%	89
2017 Q4	$12K	Buy	430 +30	+8%	+$830	﹤0.01%	87
2017 Q3	$11K	Hold	400	–	–	﹤0.01%	93
2017 Q2	$11K	Hold	400	–	–	﹤0.01%	86
2017 Q1	$11K	Hold	400	–	–	﹤0.01%	77
2016 Q4	$11K	Hold	400	–	–	﹤0.01%	69
2016 Q3	$11K	Hold	400	–	–	﹤0.01%	68
2016 Q2	$11K	Hold	400	–	–	﹤0.01%	68
2016 Q1	$11K	Hold	400	–	–	﹤0.01%	57
2015 Q4	$11K	Buy	+400	New	+$10.7K	﹤0.01%	69
2013 Q4	–	Sell	-510	Closed	-$14K	–	62
2013 Q3	$14K	Hold	510	–	–	0.01%	54
2013 Q2	$14K	Buy	+510	New	+$14.5K	0.01%	56

Other funds holding SCHP

CSIA

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

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

PCA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Capital Directions Investment Advisors's SCHP Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab US TIPS ETF (SCHP) in Q4 2022: 814 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHP as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHP in Q2 2013 and has held it in 25 quarters since. The position peaked at $49K in Q4 2020. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

Capital Directions Investment Advisors held 814 shares of Schwab US TIPS ETF worth $21.1K as of Q4 2022.
Schwab US TIPS ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Schwab US TIPS ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #173 holding.
Capital Directions Investment Advisors first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 25 quarters since.
Capital Directions Investment Advisors's Schwab US TIPS ETF position peaked at $49K in Q4 2020.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.