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Diversified Portfolios Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Diversified Portfolios Inc’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
-8,738
Closed -$229K – 124
2023
Q2 		$229K Sell
8,738
-12,000
-58% -$318K 0.05% 119
2023
Q1 		$556K Sell
20,738
-5,100
-20% -$134K 0.12% 81
2022
Q4 		$669K Sell
25,838
-10,780
-29% -$282K 0.15% 74
2022
Q3 		$948K Buy
36,618
+780
+2% +$21.7K 0.26% 53
2022
Q2 		$1M Buy
+35,838
New +$1.04M 0.28% 50

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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Diversified Portfolios Inc's SCHP Position: Q3 2023 in Review

Diversified Portfolios Inc sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 8,738 shares — an estimated $229K sold.

Diversified Portfolios Inc first reported a position in SCHP in Q2 2022 and held it in 5 quarters. The position peaked at $1M in Q2 2022. 614 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Diversified Portfolios Inc reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 8,738 Schwab US TIPS ETF shares in Q3 2023, an estimated $229K.
  • Diversified Portfolios Inc first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 5 quarters.
  • Diversified Portfolios Inc's Schwab US TIPS ETF position peaked at $1M in Q2 2022.
  • 614 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Diversified Portfolios Inc's 13F filing for Q3 2023, filed 2 Nov 2023.