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Financial Connections Group’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Connections Group’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
Q3 		– Sell
-4,970
Closed -$129K – 312
2024
Q2 		$129K Buy
+4,970
New +$128K 0.07% 59
2024
Q1 		– Sell
-7,650
Closed -$199K – 249
2023
Q4 		$199K Buy
+7,650
New +$195K 0.13% 54
2022
Q1 		– Sell
-638
Closed -$20K – 298
2021
Q4 		$20K Buy
+638
New +$20.1K 0.02% 158

Other funds holding SCHP

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Financial Connections Group's SCHP Position: Q3 2024 in Review

Financial Connections Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 4,970 shares — an estimated $129K sold.

Financial Connections Group first reported a position in SCHP in Q4 2021 and held it in 3 quarters. The position peaked at $199K in Q4 2023. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Financial Connections Group reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 4,970 Schwab US TIPS ETF shares in Q3 2024, an estimated $129K.
  • Financial Connections Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 3 quarters.
  • Financial Connections Group's Schwab US TIPS ETF position peaked at $199K in Q4 2023.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.