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

Cypress 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
2023 Q4	–	Sell	-8,078	Closed	-$204K	–	57
2023 Q3	$204K	Sell	8,078 -12,200	-60%	-$314K	0.12%	59
2023 Q2	$529K	Sell	20,278 -9,350	-32%	-$248K	0.3%	32
2023 Q1	$794K	Sell	29,628 -3,436	-10%	-$90.4K	0.48%	22
2022 Q4	$859K	Sell	33,064 -7,186	-18%	-$188K	0.57%	22
2022 Q3	$1.04M	Sell	40,250 -63,726	-61%	-$1.77M	0.74%	15
2022 Q2	$2.9M	Buy	+103,976	New	+$3.02M	1.99%	12

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cypress Financial Planning's SCHP Position: Q4 2023 in Review

Cypress Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 8,078 shares — an estimated $204K sold.

Cypress Financial Planning first reported a position in SCHP in Q2 2022 and held it in 6 quarters. The position peaked at $2.9M in Q2 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Cypress Financial Planning reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Cypress Financial Planning sold 8,078 Schwab US TIPS ETF shares in Q4 2023, an estimated $204K.
Cypress Financial Planning first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 6 quarters.
Cypress Financial Planning's Schwab US TIPS ETF position peaked at $2.9M in Q2 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Cypress Financial Planning's 13F filing for Q4 2023, filed 10 Jan 2024.