First Command Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

First Command Advisory Services’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	-94	Closed	–	–	540
2024 Q2	$0	Buy	+94	New	+$2.43K	﹤0.01%	617
2024 Q1	–	Sell	-24	Closed	-$626	–	654
2023 Q4	$626	Sell	24 -8	-25%	-$204	﹤0.01%	456
2023 Q3	$808	Sell	32 -28	-47%	-$722	﹤0.01%	434
2023 Q2	$1.57K	Buy	+60	New	+$1.59K	﹤0.01%	31
2023 Q1	–	Sell	-1,304	Closed	-$2K	–	228
2022 Q4	$2K	Buy	+1,304	New	+$34.1K	﹤0.01%	34
2022 Q1	–	Sell	-36	Closed	-$1K	–	103
2021 Q4	$1K	Buy	+36	New	+$1.13K	﹤0.01%	36
2021 Q1	–	Sell	-62	Closed	-$2K	–	59
2020 Q4	$2K	Buy	+62	New	+$1.9K	﹤0.01%	18

Other funds holding SCHP

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 New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 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 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

First Command Advisory Services's SCHP Position: Q3 2024 in Review

First Command Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 94 shares.

First Command Advisory Services first reported a position in SCHP in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q4 2022. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

First Command Advisory Services reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 94 Schwab US TIPS ETF shares in Q3 2024.
First Command Advisory Services first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 7 quarters.
First Command Advisory Services's Schwab US TIPS ETF position peaked at $2K in Q4 2022.
635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.