FLA
SCHP icon

Financial Life Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Financial Life Advisors’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
-45,084
Closed -$1.17M – 81
2022
Q3 		$1.17M Hold
45,084
– – 0.59% 27
2022
Q2 		$1.26M Hold
45,084
– – 0.59% 20
2022
Q1 		$1.37M Sell
45,084
-490
-1% -$15K 0.57% 19
2021
Q4 		$1.43M Sell
45,574
-1,524
-3% -$48K 0.56% 19
2021
Q3 		$1.47M Hold
47,098
– – 0.62% 19
2021
Q2 		$1.47M Sell
47,098
-4,570
-9% -$142K 0.63% 19
2021
Q1 		$1.58M Sell
51,668
-13,138
-20% -$405K 0.74% 19
2020
Q4 		$2.01M Sell
64,806
-8,910
-12% -$274K 1.04% 16
2020
Q3 		$2.27M Sell
73,716
-164,844
-69% -$5.05M 1.19% 17
2020
Q2 		$7.16M Buy
238,560
+9,524
+4% +$282K 4.23% 9
2020
Q1 		$6.59M Sell
229,036
-15,476
-6% -$443K 4.51% 8
2019
Q4 		$6.92M Buy
244,512
+3,656
+2% +$104K 4.2% 8
2019
Q3 		$6.83M Buy
240,856
+280
+0.1% +$7.94K 4.33% 8
2019
Q2 		$6.77M Sell
240,576
-13,646
-5% -$378K 4.49% 8
2019
Q1 		$6.99M Sell
254,222
-62,150
-20% -$1.68M 4.81% 8
2018
Q4 		$8.42M Sell
316,372
-27,314
-8% -$727K 6.52% 5
2018
Q3 		$9.27M Buy
343,686
+4,856
+1% +$132K 6.8% 5
2018
Q2 		$9.3M Sell
338,830
-14,674
-4% -$400K 7.64% 3
2018
Q1 		$9.69M Sell
353,504
-38,956
-10% -$1.07M 8.88% 2
2017
Q4 		$10.9M Buy
+392,460
New +$10.9M 8.79% 2

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 $30.5B AUM 13.98% 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 $5.57B AUM 23.85% 1-Year Est. Return

Financial Life Advisors's SCHP Position: Q4 2022 in Review

Financial Life Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 45,084 shares — an estimated $1.17M sold.

Financial Life Advisors first reported a position in SCHP in Q4 2017 and held it in 20 quarters. The position peaked at $10.9M in Q4 2017. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Financial Life Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Life Advisors sold 45,084 Schwab US TIPS ETF shares in Q4 2022, an estimated $1.17M.
  • Financial Life Advisors first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 20 quarters.
  • Financial Life Advisors's Schwab US TIPS ETF position peaked at $10.9M in Q4 2017.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.