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EMFO LLC’s Schwab US TIPS ETF SCHP Stock Holding History

EMFO LLC’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
Q2 		– Sell
-428
Closed -$11.1K – 291
2024
Q1 		$11.1K Hold
428
– – 0.01% 224
2023
Q4 		$11.1K Buy
428
+6
+1% +$153 0.01% 224
2023
Q3 		$10.7K Buy
422
+4
+1% +$103 0.01% 237
2023
Q2 		$10.9K Buy
418
+4
+1% +$106 0.01% 244
2023
Q1 		$11.1K Hold
414
– – 0.01% 249
2022
Q4 		$10.7K Sell
414
-9,392
-96% -$246K 0.01% 235
2022
Q3 		$254K Buy
9,806
+8
+0.1% +$222 0.24% 84
2022
Q2 		$273K Buy
9,798
+8
+0.1% +$232 0.28% 72
2022
Q1 		$297K Buy
9,790
+2
+0% +$61 0.27% 76
2021
Q4 		$308K Buy
9,788
+9,408
+2,476% +$296K 0.27% 78
2021
Q3 		$12K Buy
380
+6
+2% +$189 0.01% 297
2021
Q2 		$12K Buy
+374
New +$11.6K 0.01% 284

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

EMFO LLC's SCHP Position: Q2 2024 in Review

EMFO LLC sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 428 shares — an estimated $11.1K sold.

EMFO LLC first reported a position in SCHP in Q2 2021 and held it in 12 quarters. The position peaked at $308K in Q4 2021. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • EMFO LLC reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • EMFO LLC sold 428 Schwab US TIPS ETF shares in Q2 2024, an estimated $11.1K.
  • EMFO LLC first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 12 quarters.
  • EMFO LLC's Schwab US TIPS ETF position peaked at $308K in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.