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Financial Architects (New Jersey)’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Architects (New Jersey)’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 		$504K Sell
19,222
-12,094
-39% -$321K 0.08% 205
2023
Q1 		$839K Sell
31,316
-5,540
-15% -$146K 0.13% 153
2022
Q4 		$954K Sell
36,856
-17,100
-32% -$447K 0.16% 141
2022
Q3 		$1.4M Buy
+53,956
New +$1.5M 0.24% 100
2022
Q2 		– Sell
-73,834
Closed -$2.24M – 236
2022
Q1 		$2.24M Buy
73,834
+15,436
+26% +$473K 0.32% 77
2021
Q4 		$1.84M Buy
58,398
+48,716
+503% +$1.53M 0.25% 98
2021
Q3 		$303K Buy
9,682
+6
+0.1% +$189 0.04% 262
2021
Q2 		$302K Buy
9,676
+460
+5% +$14.3K 0.04% 270
2021
Q1 		$282K Buy
9,216
+300
+3% +$9.24K 0.04% 266
2020
Q4 		$277K Buy
8,916
+654
+8% +$20.1K 0.05% 235
2020
Q3 		$255K Buy
8,262
+3,814
+86% +$117K 0.06% 222
2020
Q2 		$133K Hold
4,448
– – 0.03% 290
2020
Q1 		$128K Sell
4,448
-298
-6% -$8.53K 0.04% 277
2019
Q4 		$134K Sell
4,746
-202
-4% -$5.72K 0.03% 291
2019
Q3 		$140K Hold
4,948
– – 0.03% 279
2019
Q2 		$139K Sell
4,948
-1,010
-17% -$28K 0.03% 318
2019
Q1 		$164K Sell
5,958
-438
-7% -$11.8K 0.03% 345
2018
Q4 		$170K Sell
6,396
-6,922
-52% -$184K 0.03% 287
2018
Q3 		$359K Buy
13,318
+1,202
+10% +$32.7K 0.06% 224
2018
Q2 		$333K Sell
12,116
-678
-5% -$18.5K 0.06% 207
2018
Q1 		$351K Sell
12,794
-326
-2% -$8.91K 0.07% 203
2017
Q4 		$364K Buy
13,120
+3,628
+38% +$100K 0.06% 206
2017
Q3 		$262K Buy
9,492
+2,692
+40% +$74.5K 0.05% 275
2017
Q2 		$187K Buy
6,800
+844
+14% +$23.4K 0.03% 327
2017
Q1 		$165K Buy
+5,956
New +$164K 0.03% 335
2014
Q4 		– Sell
-34
Closed -$1K – 1025
2014
Q3 		$1K Hold
34
– – ﹤0.01% 862
2014
Q2 		$1K Buy
+34
New +$933 ﹤0.01% 887
2013
Q4 		– Sell
-44
Closed – – 484
2013
Q3 		$0 Buy
+44
New +$1.18K ﹤0.01% 772

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 $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Financial Architects (New Jersey)'s SCHP Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Schwab US TIPS ETF (SCHP) stake by 39% in Q2 2023, selling an estimated $321K and leaving 19,222 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #205.

Financial Architects (New Jersey) first reported a position in SCHP in Q3 2013 and has held it in 28 quarters since. The position peaked at $2.24M in Q1 2022. 650 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Financial Architects (New Jersey) held 19,222 shares of Schwab US TIPS ETF worth $504K as of Q2 2023.
  • Financial Architects (New Jersey) sold 12,094 Schwab US TIPS ETF shares in Q2 2023, an estimated $321K.
  • Schwab US TIPS ETF made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #205 holding.
  • Financial Architects (New Jersey) first reported a position in Schwab US TIPS ETF in Q3 2013 and has held it in 28 quarters since.
  • Financial Architects (New Jersey)'s Schwab US TIPS ETF position peaked at $2.24M in Q1 2022.
  • 650 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.