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Elmwood Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Elmwood Wealth Management’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
Q4 		– Sell
-31,046
Closed -$804K – 120
2022
Q3 		$804K Sell
31,046
-2,678
-8% -$74.4K 0.4% 75
2022
Q2 		$941K Sell
33,724
-34,370
-50% -$997K 0.53% 67
2022
Q1 		$2.07M Sell
68,094
-4,840
-7% -$148K 1.06% 37
2021
Q4 		$2.29M Buy
+72,934
New +$2.3M 1.09% 33
2021
Q2 		$2.24M Buy
71,784
+4,230
+6% +$131K 1.18% 27
2021
Q1 		$2.07M Buy
+67,554
New +$2.08M 1.26% 23
2020
Q3 		$1.96M Hold
65,334
– – 1.59% 15
2020
Q2 		$1.96M Buy
+65,334
New +$1.94M 1.59% 15
2020
Q1 		– Sell
-42,966
Closed -$1.22M – 312
2019
Q4 		$1.22M Buy
42,966
+4,290
+11% +$122K 1.06% 33
2019
Q3 		$1.1M Buy
38,676
+2,090
+6% +$59.2K 1.11% 36
2019
Q2 		$1.03M Buy
36,586
+5,696
+18% +$158K 0.91% 43
2019
Q1 		$849K Buy
30,890
+11,050
+56% +$298K 0.78% 52
2018
Q4 		$528K Buy
19,840
+890
+5% +$23.7K 0.51% 66
2018
Q3 		$511K Buy
+18,950
New +$516K 0.42% 74

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Elmwood Wealth Management's SCHP Position: Q4 2022 in Review

Elmwood Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 31,046 shares — an estimated $804K sold.

Elmwood Wealth Management first reported a position in SCHP in Q3 2018 and held it in 14 quarters. The position peaked at $2.29M in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Elmwood Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 31,046 Schwab US TIPS ETF shares in Q4 2022, an estimated $804K.
  • Elmwood Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2018 and held it in 14 quarters.
  • Elmwood Wealth Management's Schwab US TIPS ETF position peaked at $2.29M in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Elmwood Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.