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	–	Hold	0	–	–	–	434
2024 Q1	–	Sell	-8	Closed	-$214	–	1302
2023 Q4	$214	Buy	+8	New	+$204	﹤0.01%	1031
2021 Q3	$292K	Hold	7,334	–	–	0.14%	123
2021 Q2	$292K	Buy	+7,334	New	+$227K	0.1%	125
2020 Q4	$206K	Buy	+6,642	New	+$204K	0.19%	66
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Financial Gravity Asset Management held its Schwab US TIPS ETF (SCHP) position steady in Q2 2024 at 0 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Financial Gravity Asset Management first reported a position in SCHP in Q3 2018 and has held it in 9 quarters since. 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 held 0 shares of Schwab US TIPS ETF worth $13.9K as of Q2 2024.
Financial Gravity Asset Management left its Schwab US TIPS ETF share count unchanged in Q2 2024.
Schwab US TIPS ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #434 holding.
Financial Gravity Asset Management first reported a position in Schwab US TIPS ETF in Q3 2018 and has held it in 9 quarters since.
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.