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Financial Advocates Investment Management’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Advocates Investment 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
-9,468
Closed -$245K – 852
2022
Q3 		$245K Sell
9,468
-3,224
-25% -$89.6K 0.02% 611
2022
Q2 		$354K Sell
12,692
-9,724
-43% -$282K 0.03% 472
2022
Q1 		$680K Buy
22,416
+4,258
+23% +$131K 0.04% 380
2021
Q4 		$570K Sell
18,158
-758
-4% -$23.9K 0.04% 455
2021
Q3 		$592K Sell
18,916
-3,922
-17% -$124K 0.04% 445
2021
Q2 		$714K Buy
22,838
+4,006
+21% +$124K 0.05% 389
2021
Q1 		$576K Sell
18,832
-872
-4% -$26.9K 0.04% 451
2020
Q4 		$610K Buy
19,704
+3,560
+22% +$109K 0.04% 405
2020
Q3 		$497K Sell
16,144
-390
-2% -$11.9K 0.04% 381
2020
Q2 		$496K Buy
16,534
+302
+2% +$8.95K 0.05% 361
2020
Q1 		$467K Buy
16,232
+6,436
+66% +$184K 0.07% 285
2019
Q4 		$277K Buy
9,796
+1,790
+22% +$50.7K 0.03% 414
2019
Q3 		$227K Sell
8,006
-856
-10% -$24.3K 0.03% 439
2019
Q2 		$250K Buy
8,862
+1,424
+19% +$39.4K 0.03% 401
2019
Q1 		$205K Buy
+7,438
New +$201K 0.03% 438

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 $37.3B AUM 12.6% 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 $1.56M AUM 25.68% 1-Year Est. Return

Financial Advocates Investment Management's SCHP Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 9,468 shares — an estimated $245K sold.

Financial Advocates Investment Management first reported a position in SCHP in Q1 2019 and held it in 15 quarters. The position peaked at $714K in Q2 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,468 Schwab US TIPS ETF shares in Q4 2022, an estimated $245K.
  • Financial Advocates Investment Management first reported a position in Schwab US TIPS ETF in Q1 2019 and held it in 15 quarters.
  • Financial Advocates Investment Management's Schwab US TIPS ETF position peaked at $714K in Q2 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.