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Dixon Hughes Goodman Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$119K Buy
3,906
+2,150
+122% +$65.9K 0.03% 227
2021
Q4 		$55K Buy
+1,756
New +$55.3K 0.02% 256

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SCHP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Schwab US TIPS ETF (SCHP) stake by 122% in Q1 2022, buying an estimated $65.9K and bringing the position to 3,906 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #227.

Dixon Hughes Goodman Wealth Advisors first reported a position in SCHP in Q4 2021 and has held it in 2 quarters since. 752 funds tracked by Wall St. Rank hold SCHP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 3,906 shares of Schwab US TIPS ETF worth $119K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 2,150 Schwab US TIPS ETF shares in Q1 2022, an estimated $65.9K.
  • Schwab US TIPS ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #227 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 2 quarters since.
  • 752 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.