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

Destination 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 Q3	–	Sell	-9,814	Closed	-$274K	–	197
2022 Q2	$274K	Sell	9,814 -1,270	-11%	-$36.9K	0.01%	173
2022 Q1	$336K	Buy	+11,084	New	+$340K	0.01%	155
2019 Q3	–	Sell	-1,290	Closed	-$36K	–	429
2019 Q2	$36K	Sell	1,290 -358	-22%	-$9.91K	﹤0.01%	318
2019 Q1	$45K	Buy	1,648 +122	+8%	+$3.29K	﹤0.01%	275
2018 Q4	$41K	Sell	1,526 -3,528	-70%	-$93.9K	﹤0.01%	280
2018 Q3	$136K	Buy	5,054 +1,822	+56%	+$49.6K	0.01%	182
2018 Q2	$89K	Buy	3,232 +3,208	+13,367%	+$87.5K	0.01%	197
2018 Q1	$1K	Buy	+24	New	+$656	﹤0.01%	556

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Destination Wealth Management's SCHP Position: Q3 2022 in Review

Destination Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 9,814 shares — an estimated $274K sold.

Destination Wealth Management first reported a position in SCHP in Q1 2018 and held it in 8 quarters. The position peaked at $336K in Q1 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

Destination Wealth Management reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
Destination Wealth Management sold 9,814 Schwab US TIPS ETF shares in Q3 2022, an estimated $274K.
Destination Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 8 quarters.
Destination Wealth Management's Schwab US TIPS ETF position peaked at $336K in Q1 2022.
694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Destination Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.