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Centerpoint Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Centerpoint Advisors’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
-20
Closed -$1K – 469
2024
Q1 		$1K Hold
20
– – ﹤0.01% 418
2023
Q4 		$1K Hold
20
– – ﹤0.01% 411
2023
Q3 		$1K Hold
20
– – ﹤0.01% 534
2023
Q2 		$1K Buy
+20
New +$530 ﹤0.01% 531

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Centerpoint Advisors's SCHP Position: Q2 2024 in Review

Centerpoint Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 20 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in SCHP in Q2 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Centerpoint Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 20 Schwab US TIPS ETF shares in Q2 2024, an estimated $1K.
  • Centerpoint Advisors first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 4 quarters.
  • Centerpoint Advisors's Schwab US TIPS ETF position peaked at $1K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Centerpoint Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.