Clear Perspectives Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Clear Perspectives Financial Planning’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 Q2	–	Sell	-115,432	Closed	-$3.5M	–	225
2022 Q1	$3.5M	Sell	115,432 -458,666	-80%	-$14.1M	1.33%	21
2021 Q4	$18.1M	Buy	574,098 +270,788	+89%	+$8.53M	7.3%	3
2021 Q3	$9.49M	Buy	303,310 +15,568	+5%	+$491K	4.3%	9
2021 Q2	$8.99M	Sell	287,742 -25,596	-8%	-$794K	4.34%	7
2021 Q1	$9.58M	Sell	313,338 -6,580	-2%	-$203K	5.55%	7
2020 Q4	$9.93M	Buy	+319,918	New	+$9.83M	6.29%	5

Other funds holding SCHP

CSIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHP Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 115,432 shares — an estimated $3.5M sold.

Clear Perspectives Financial Planning first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $18.1M in Q4 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 115,432 Schwab US TIPS ETF shares in Q2 2022, an estimated $3.5M.
Clear Perspectives Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's Schwab US TIPS ETF position peaked at $18.1M in Q4 2021.
715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.