FCA
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FLC Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

FLC Capital 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
2023
Q2 		– Sell
-9,792
Closed -$262K – 153
2023
Q1 		$262K Sell
9,792
-8,722
-47% -$230K 0.08% 132
2022
Q4 		$479K Sell
18,514
-112,882
-86% -$2.95M 0.15% 97
2022
Q3 		$3.4M Sell
131,396
-127,172
-49% -$3.54M 1.18% 21
2022
Q2 		$7.21M Sell
258,568
-152,314
-37% -$4.42M 2.4% 10
2022
Q1 		$12.5M Buy
410,882
+85,584
+26% +$2.62M 3.5% 5
2021
Q4 		$10.2M Buy
325,298
+258,004
+383% +$8.12M 2.84% 7
2021
Q3 		$2.11M Buy
67,294
+16,704
+33% +$527K 0.62% 42
2021
Q2 		$1.58M Buy
50,590
+12,112
+31% +$376K 0.47% 59
2021
Q1 		$1.18M Buy
+38,478
New +$1.19M 0.37% 68
2020
Q2 		– Sell
-7,396
Closed -$216K – 132
2020
Q1 		$216K Buy
7,396
+242
+3% +$6.93K 0.1% 105
2019
Q4 		$203K Buy
+7,154
New +$203K 0.08% 117

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QCM
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return