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Carmichael Hill & Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Carmichael Hill & Associates’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
Q3 		$21K Sell
782
-338
-30% -$8.93K 0.01% 500
2024
Q2 		$29.1K Hold
1,120
– – 0.01% 423
2024
Q1 		$29.2K Sell
1,120
-486
-30% -$12.6K 0.01% 430
2023
Q4 		$41.9K Sell
1,606
-806
-33% -$20.5K 0.02% 373
2023
Q3 		$60.9K Sell
2,412
-6,726
-74% -$173K 0.03% 300
2023
Q2 		$240K Sell
9,138
-13,658
-60% -$362K 0.11% 149
2023
Q1 		$611K Sell
22,796
-242
-1% -$6.37K 0.29% 73
2022
Q4 		$597K Sell
23,038
-2,042
-8% -$53.4K 0.31% 73
2022
Q3 		$650K Sell
25,080
-446
-2% -$12.4K 0.35% 67
2022
Q2 		$712K Buy
25,526
+1,718
+7% +$49.9K 0.37% 61
2022
Q1 		$723K Buy
23,808
+3,876
+19% +$119K 0.33% 66
2021
Q4 		$627K Buy
19,932
+2,298
+13% +$72.4K 0.28% 79
2021
Q3 		$552K Sell
17,634
-6
-0% -$189 0.27% 80
2021
Q2 		$551K Buy
17,640
+1,772
+11% +$54.9K 0.28% 74
2021
Q1 		$485K Buy
15,868
+6,586
+71% +$203K 0.27% 79
2020
Q4 		$288K Sell
9,282
-10
-0.1% -$307 0.17% 113
2020
Q3 		$286K Buy
9,292
+660
+8% +$20.2K 0.19% 107
2020
Q2 		$259K Buy
8,632
+54
+0.6% +$1.6K 0.19% 105
2020
Q1 		$247K Buy
8,578
+1,460
+21% +$41.8K 0.22% 93
2019
Q4 		$202K Buy
7,118
+62
+0.9% +$1.76K 0.14% 131
2019
Q3 		$200K Buy
+7,056
New +$200K 0.2% 107
2018
Q4 		– Sell
-7,602
Closed -$205K – 122
2018
Q3 		$205K Hold
7,602
– – 0.2% 115
2018
Q2 		$208K Hold
7,602
– – 0.22% 105
2018
Q1 		$209K Hold
7,602
– – 0.23% 107
2017
Q4 		$211K Buy
+7,602
New +$210K 0.23% 112

Other funds holding SCHP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Carmichael Hill & Associates's SCHP Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Schwab US TIPS ETF (SCHP) stake by 30% in Q3 2024, selling an estimated $8.93K and leaving 782 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #500.

Carmichael Hill & Associates first reported a position in SCHP in Q4 2017 and has held it in 25 quarters since. The position peaked at $723K in Q1 2022. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Carmichael Hill & Associates held 782 shares of Schwab US TIPS ETF worth $21K as of Q3 2024.
  • Carmichael Hill & Associates sold 338 Schwab US TIPS ETF shares in Q3 2024, an estimated $8.93K.
  • Schwab US TIPS ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #500 holding.
  • Carmichael Hill & Associates first reported a position in Schwab US TIPS ETF in Q4 2017 and has held it in 25 quarters since.
  • Carmichael Hill & Associates's Schwab US TIPS ETF position peaked at $723K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.