Disciplined Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-280	Closed	-$7.34K	–	1285
2023 Q2	$7.34K	Hold	280	–	–	﹤0.01%	359
2023 Q1	$7.5K	Hold	280	–	–	﹤0.01%	377
2022 Q4	$7.25K	Hold	280	–	–	﹤0.01%	349
2022 Q3	$7K	Hold	280	–	–	﹤0.01%	394
2022 Q2	$8K	Hold	280	–	–	﹤0.01%	393
2022 Q1	$8K	Hold	280	–	–	﹤0.01%	401
2021 Q4	$9K	Hold	280	–	–	﹤0.01%	356
2021 Q3	$9K	Hold	280	–	–	﹤0.01%	313
2021 Q2	$9K	Hold	280	–	–	﹤0.01%	307
2021 Q1	$9K	Hold	280	–	–	0.01%	268
2020 Q4	$9K	Hold	280	–	–	0.01%	236
2020 Q3	$9K	Hold	280	–	–	0.01%	267
2020 Q2	$8K	Sell	280 -248	-47%	-$7.35K	0.01%	288
2020 Q1	$15K	Hold	528	–	–	0.01%	246
2019 Q4	$15K	Buy	+528	New	+$15K	0.01%	267

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Disciplined Investments's SCHP Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 280 shares — an estimated $7.34K sold.

Disciplined Investments first reported a position in SCHP in Q4 2019 and held it in 15 quarters. The position peaked at $15K in Q1 2020. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

Disciplined Investments reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 280 Schwab US TIPS ETF shares in Q3 2023, an estimated $7.34K.
Disciplined Investments first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Schwab US TIPS ETF position peaked at $15K in Q1 2020.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.