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Eudaimonia Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Eudaimonia Partners’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
-10,522
Closed -$294K – 400
2022
Q2 		$294K Sell
10,522
-163,098
-94% -$4.73M 0.05% 296
2022
Q1 		$5.27M Buy
+173,620
New +$5.32M 0.9% 17
2021
Q3 		$4.91M Buy
156,954
+20,068
+15% +$633K 0.89% 19
2021
Q2 		$4.28M Buy
136,886
+73,532
+116% +$2.28M 0.8% 25
2021
Q1 		$1.94M Buy
63,354
+62,348
+6,198% +$1.92M 0.4% 62
2020
Q4 		$31K Buy
+1,006
New +$30.9K 0.01% 753
2020
Q1 		– Sell
-2,478
Closed -$70K – 749
2019
Q4 		$70K Buy
+2,478
New +$70.2K 0.03% 421

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Eudaimonia Partners's SCHP Position: Q3 2022 in Review

Eudaimonia Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 10,522 shares — an estimated $294K sold.

Eudaimonia Partners first reported a position in SCHP in Q4 2019 and held it in 7 quarters. The position peaked at $5.27M in Q1 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Eudaimonia Partners reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 10,522 Schwab US TIPS ETF shares in Q3 2022, an estimated $294K.
  • Eudaimonia Partners first reported a position in Schwab US TIPS ETF in Q4 2019 and held it in 7 quarters.
  • Eudaimonia Partners's Schwab US TIPS ETF position peaked at $5.27M in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Eudaimonia Partners's 13F filing for Q3 2022, filed 4 Nov 2022.