EFS
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Econ Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Econ Financial Services’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
2024
Q3 		– Sell
-10,810
Closed -$281K – 101
2024
Q2 		$281K Buy
10,810
+24
+0.2% +$620 0.17% 91
2024
Q1 		$281K Buy
+10,786
New +$280K 0.17% 81
2022
Q4 		– Sell
-122,556
Closed -$3.17M – 75
2022
Q3 		$3.17M Buy
122,556
+49,680
+68% +$1.38M 2.62% 9
2022
Q2 		$2.03M Buy
72,876
+11,060
+18% +$321K 1.64% 26
2022
Q1 		$1.88M Buy
+61,816
New +$1.9M 1.39% 33

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Econ Financial Services's SCHP Position: Q3 2024 in Review

Econ Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 10,810 shares — an estimated $281K sold.

Econ Financial Services first reported a position in SCHP in Q1 2022 and held it in 5 quarters. The position peaked at $3.17M in Q3 2022. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Econ Financial Services reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 10,810 Schwab US TIPS ETF shares in Q3 2024, an estimated $281K.
  • Econ Financial Services first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 5 quarters.
  • Econ Financial Services's Schwab US TIPS ETF position peaked at $3.17M in Q3 2022.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.