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Faithward Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Faithward Advisors’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
2023
Q2 		– Sell
-950
Closed -$25.4K – 310
2023
Q1 		$25.4K Sell
950
-5,510
-85% -$145K 0.01% 248
2022
Q4 		$167K Buy
6,460
+1,316
+26% +$34.4K 0.04% 149
2022
Q3 		$133K Buy
5,144
+2,128
+71% +$59.2K 0.03% 141
2022
Q2 		$84K Buy
3,016
+950
+46% +$27.6K 0.02% 169
2022
Q1 		$63K Hold
2,066
– – 0.01% 193
2021
Q4 		$65K Hold
2,066
– – 0.01% 193
2021
Q3 		$65K Buy
+2,066
New +$65.2K 0.01% 202

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Faithward Advisors's SCHP Position: Q2 2023 in Review

Faithward Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 950 shares — an estimated $25.4K sold.

Faithward Advisors first reported a position in SCHP in Q3 2021 and held it in 7 quarters. The position peaked at $167K in Q4 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Faithward Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Faithward Advisors sold 950 Schwab US TIPS ETF shares in Q2 2023, an estimated $25.4K.
  • Faithward Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 7 quarters.
  • Faithward Advisors's Schwab US TIPS ETF position peaked at $167K in Q4 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Faithward Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.