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

Cranbrook 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
-18,782
Closed -$486K – 309
2022
Q3 		$486K Buy
18,782
+80
+0.4% +$2.22K 0.13% 69
2022
Q2 		$522K Buy
18,702
+84
+0.5% +$2.44K 0.13% 69
2022
Q1 		$565K Buy
18,618
+14
+0.1% +$429 0.12% 70
2021
Q4 		$585K Buy
18,604
+68
+0.4% +$2.14K 0.12% 70
2021
Q3 		$580K Buy
18,536
+64
+0.3% +$2.02K 0.13% 70
2021
Q2 		$577K Buy
18,472
+32
+0.2% +$992 0.13% 66
2021
Q1 		$564K Hold
18,440
– – 0.14% 65
2020
Q4 		$572K Buy
+18,440
New +$566K 0.15% 62

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

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

Cranbrook Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 18,782 shares — an estimated $486K sold.

Cranbrook Wealth Management first reported a position in SCHP in Q4 2020 and held it in 8 quarters. The position peaked at $585K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Cranbrook Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 18,782 Schwab US TIPS ETF shares in Q4 2022, an estimated $486K.
  • Cranbrook Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 8 quarters.
  • Cranbrook Wealth Management's Schwab US TIPS ETF position peaked at $585K in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Cranbrook Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.