Certified Advisory Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Certified Advisory Corp’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	-20,148	Closed	-$522K	–	236
2022 Q3	$522K	Sell	20,148 -1,972	-9%	-$54.8K	0.12%	150
2022 Q2	$617K	Sell	22,120 -10,010	-31%	-$291K	0.14%	136
2022 Q1	$975K	Sell	32,130 -2,392	-7%	-$73.4K	0.21%	112
2021 Q4	$1.09M	Sell	34,522 -7,676	-18%	-$242K	0.24%	101
2021 Q3	$1.32M	Buy	42,198 +2,528	+6%	+$79.8K	0.32%	79
2021 Q2	$1.24M	Buy	39,670 +38,168	+2,541%	+$1.18M	0.31%	78
2021 Q1	$46K	Buy	+1,502	New	+$46.3K	0.01%	364
2020 Q2	$17K	Hold	560	–	–	0.01%	472
2020 Q1	$16K	Buy	560 +474	+551%	+$13.6K	0.01%	462
2019 Q4	$2K	Buy	+86	New	+$2.44K	﹤0.01%	739

Other funds holding SCHP

CSIA

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

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 Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Certified Advisory Corp's SCHP Position: Q4 2022 in Review

Certified Advisory Corp sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 20,148 shares — an estimated $522K sold.

Certified Advisory Corp first reported a position in SCHP in Q4 2019 and held it in 10 quarters. The position peaked at $1.32M in Q3 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

Certified Advisory Corp reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
Certified Advisory Corp sold 20,148 Schwab US TIPS ETF shares in Q4 2022, an estimated $522K.
Certified Advisory Corp first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 10 quarters.
Certified Advisory Corp's Schwab US TIPS ETF position peaked at $1.32M in Q3 2021.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Certified Advisory Corp's 13F filing for Q4 2022, filed 15 Feb 2023.