Carolinas Wealth Consulting’s Schwab US TIPS ETF SCHP Stock Holding History

Carolinas Wealth Consulting’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	-612	Closed	-$16K	–	1136
2023 Q4	$16K	Sell	612 -20	-3%	-$509	﹤0.01%	482
2023 Q3	$15.8K	Sell	632 -394	-38%	-$10.2K	﹤0.01%	461
2023 Q2	$26.9K	Buy	1,026 +10	+1%	+$265	0.01%	431
2023 Q1	$27.3K	Hold	1,016	–	–	0.01%	441
2022 Q4	$26.3K	Buy	1,016 +20	+2%	+$523	0.01%	446
2022 Q3	$26K	Sell	996 -158	-14%	-$4.39K	0.01%	410
2022 Q2	$32K	Buy	1,154 +24	+2%	+$697	0.01%	386
2022 Q1	$34K	Buy	1,130 +6	+0.5%	+$184	0.01%	408
2021 Q4	$35K	Buy	+1,124	New	+$35.4K	0.01%	413

Other funds holding SCHP

CSIA

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

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

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 New York $70.8B AUM 21.68% 1-Year Est. Return

Carolinas Wealth Consulting's SCHP Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 612 shares — an estimated $16K sold.

Carolinas Wealth Consulting first reported a position in SCHP in Q4 2021 and held it in 9 quarters. The position peaked at $35K in Q4 2021. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Carolinas Wealth Consulting reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 612 Schwab US TIPS ETF shares in Q1 2024, an estimated $16K.
Carolinas Wealth Consulting first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 9 quarters.
Carolinas Wealth Consulting's Schwab US TIPS ETF position peaked at $35K in Q4 2021.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.