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Carr Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Carr Financial Group’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
2023
Q2 		– Sell
-29,984
Closed -$804K – 179
2023
Q1 		$804K Sell
29,984
-46,396
-61% -$1.22M 0.35% 53
2022
Q4 		$1.98M Buy
+76,380
New +$2M 1.04% 21

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Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Carr Financial Group's SCHP Position: Q2 2023 in Review

Carr Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 29,984 shares — an estimated $804K sold.

Carr Financial Group first reported a position in SCHP in Q4 2022 and held it in 2 quarters. The position peaked at $1.98M in Q4 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Carr Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Carr Financial Group sold 29,984 Schwab US TIPS ETF shares in Q2 2023, an estimated $804K.
  • Carr Financial Group first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 2 quarters.
  • Carr Financial Group's Schwab US TIPS ETF position peaked at $1.98M in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Carr Financial Group's 13F filing for Q2 2023, filed 17 Jul 2023.