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Financial Gravity Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-168
Closed -$4.34K – 434
2024
Q1 		$4.39K Buy
168
+152
+950% +$3.94K ﹤0.01% 889
2023
Q4 		$419 Buy
16
+8
+100% +$204 ﹤0.01% 1175
2023
Q3 		$205 Sell
8
-96
-92% -$2.47K ﹤0.01% 947
2023
Q2 		$5.9K Sell
104
-4
-4% -$106 0.02% 450
2023
Q1 		$220 Buy
108
+4
+4% +$105 0.01% 602
2022
Q4 		$27K Sell
104
-104
-50% -$2.72K 0.14% 92
2022
Q3 		$256 Buy
208
+96
+86% +$2.67K 0.01% 506
2022
Q2 		$229 Sell
112
-10
-8% -$290 0.01% 510
2022
Q1 		$249 Sell
122
-8,770
-99% -$269K 0.01% 538
2021
Q4 		$527 Buy
8,892
+1,558
+21% +$49.1K 0.01% 479
2021
Q3 		$292K Hold
7,334
– – 0.14% 123
2021
Q2 		$292K Buy
7,334
+720
+11% +$22.3K 0.1% 125
2021
Q1 		$444 Sell
6,614
-28
-0.4% -$863 0.01% 398
2020
Q4 		$206K Buy
+6,642
New +$204K 0.19% 66
2020
Q2 		– Sell
-6,462
Closed -$4.59K – 724
2020
Q1 		$4.59K Buy
6,462
+294
+5% +$8.42K 0.01% 335
2019
Q4 		$175K Buy
6,168
+314
+5% +$8.9K 0.12% 143
2019
Q3 		$166K Hold
5,854
– – 0.14% 138
2019
Q2 		$165K Hold
5,854
– – 0.14% 167
2019
Q1 		$160K Buy
+5,854
New +$158K 0.13% 164
2018
Q3 		$156K Buy
+5,854
New +$159K 0.16% 154

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Financial Gravity Asset Management's SCHP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 168 shares — an estimated $4.34K sold.

Financial Gravity Asset Management first reported a position in SCHP in Q3 2018 and held it in 20 quarters. The position peaked at $292K in Q3 2021. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 168 Schwab US TIPS ETF shares in Q2 2024, an estimated $4.34K.
  • Financial Gravity Asset Management first reported a position in Schwab US TIPS ETF in Q3 2018 and held it in 20 quarters.
  • Financial Gravity Asset Management's Schwab US TIPS ETF position peaked at $292K in Q3 2021.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.