Dowling & Yahnke’s Schwab US TIPS ETF SCHP Stock Holding History

Dowling & Yahnke’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	-9,812	Closed	-$274K	–	386
2022 Q2	$274K	Buy	9,812 +1,640	+20%	+$47.6K	0.01%	320
2022 Q1	$248K	Buy	8,172 +10	+0.1%	+$307	0.01%	339
2021 Q4	$257K	Buy	8,162 +1,650	+25%	+$52K	0.01%	338
2021 Q3	$204K	Hold	6,512	–	–	0.01%	360
2021 Q2	$204K	Buy	+6,512	New	+$202K	0.01%	354

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 $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Dowling & Yahnke's SCHP Position: Q3 2022 in Review

Dowling & Yahnke sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 9,812 shares — an estimated $274K sold.

Dowling & Yahnke first reported a position in SCHP in Q2 2021 and held it in 5 quarters. The position peaked at $274K in Q2 2022. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

Dowling & Yahnke reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
Dowling & Yahnke sold 9,812 Schwab US TIPS ETF shares in Q3 2022, an estimated $274K.
Dowling & Yahnke first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 5 quarters.
Dowling & Yahnke's Schwab US TIPS ETF position peaked at $274K in Q2 2022.
693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.