Cedar Brook Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Cedar Brook Financial 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
2024 Q2	–	Sell	-27,694	Closed	-$722K	–	334
2024 Q1	$722K	Buy	27,694 +4,060	+17%	+$105K	0.14%	162
2023 Q4	$616K	Buy	23,634 +4,720	+25%	+$120K	0.14%	162
2023 Q3	$477K	Buy	18,914 +554	+3%	+$14.3K	0.12%	180
2023 Q2	$481K	Buy	18,360 +610	+3%	+$16.2K	0.11%	190
2023 Q1	$476K	Buy	17,750 +22	+0.1%	+$579	0.12%	191
2022 Q4	$459K	Buy	17,728 +436	+3%	+$11.4K	0.13%	190
2022 Q3	$448K	Buy	17,292 +2,350	+16%	+$65.3K	0.14%	179
2022 Q2	$417K	Buy	14,942 +1,252	+9%	+$36.3K	0.13%	188
2022 Q1	$416K	Buy	13,690 +3,434	+33%	+$105K	0.11%	208
2021 Q4	$322K	Buy	10,256 +670	+7%	+$21.1K	0.08%	264
2021 Q3	$300K	Buy	9,586 +1,264	+15%	+$39.9K	0.09%	249
2021 Q2	$260K	Buy	+8,322	New	+$258K	0.08%	303

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

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

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

Cedar Brook Financial Partners's SCHP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 27,694 shares — an estimated $722K sold.

Cedar Brook Financial Partners first reported a position in SCHP in Q2 2021 and held it in 12 quarters. The position peaked at $722K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 27,694 Schwab US TIPS ETF shares in Q2 2024, an estimated $722K.
Cedar Brook Financial Partners first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 12 quarters.
Cedar Brook Financial Partners's Schwab US TIPS ETF position peaked at $722K in Q1 2024.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.