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Cedar Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Cedar Wealth Management’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 		– Sell
-16,328
Closed -$423K – 328
2022
Q3 		$423K Sell
16,328
-21,238
-57% -$590K 0.21% 73
2022
Q2 		$1.05M Buy
37,566
+9,860
+36% +$286K 0.48% 36
2022
Q1 		$841K Buy
27,706
+15,596
+129% +$478K 0.34% 48
2021
Q4 		$381K Buy
12,110
+2,122
+21% +$66.8K 0.15% 94
2021
Q3 		$313K Buy
9,988
+214
+2% +$6.75K 0.14% 90
2021
Q2 		$305K Buy
9,774
+5,908
+153% +$183K 0.14% 88
2021
Q1 		$118K Buy
3,866
+1,566
+68% +$48.2K 0.06% 118
2020
Q4 		$71K Buy
2,300
+576
+33% +$17.7K 0.04% 124
2020
Q3 		$53K Buy
1,724
+4
+0.2% +$122 0.03% 125
2020
Q2 		$52K Sell
1,720
-342
-17% -$10.1K 0.04% 126
2020
Q1 		$59K Sell
2,062
-2,462
-54% -$70.5K 0.04% 120
2019
Q4 		$128K Sell
4,524
-2,468
-35% -$70K 0.08% 72
2019
Q3 		$198K Buy
6,992
+4,018
+135% +$114K 0.13% 66
2019
Q2 		$84K Buy
2,974
+522
+21% +$14.5K 0.05% 94
2019
Q1 		$67K Buy
2,452
+2,420
+7,563% +$65.3K 0.04% 93
2018
Q4 		$1K Buy
+32
New +$851 ﹤0.01% 159

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
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
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cedar Wealth Management's SCHP Position: Q4 2022 in Review

Cedar Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 16,328 shares — an estimated $423K sold.

Cedar Wealth Management first reported a position in SCHP in Q4 2018 and held it in 16 quarters. The position peaked at $1.05M in Q2 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Cedar Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 16,328 Schwab US TIPS ETF shares in Q4 2022, an estimated $423K.
  • Cedar Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 16 quarters.
  • Cedar Wealth Management's Schwab US TIPS ETF position peaked at $1.05M in Q2 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.