Fort Point Capital Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Fort Point Capital Partners’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	-78,912	Closed	-$2.04M	–	296
2022 Q3	$2.04M	Buy	78,912 +54,528	+224%	+$1.52M	0.34%	62
2022 Q2	$680K	Sell	24,384 -54,778	-69%	-$1.59M	0.11%	130
2022 Q1	$2.4M	Buy	79,162 +66,418	+521%	+$2.04M	0.34%	64
2021 Q4	$401K	Buy	+12,744	New	+$401K	0.05%	190
2017 Q1	–	Sell	-8,000	Closed	-$221K	–	116
2016 Q4	$221K	Buy	+8,000	New	+$223K	0.12%	94

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Fort Point Capital Partners's SCHP Position: Q4 2022 in Review

Fort Point Capital Partners sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 78,912 shares — an estimated $2.04M sold.

Fort Point Capital Partners first reported a position in SCHP in Q4 2016 and held it in 5 quarters. The position peaked at $2.4M in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

Fort Point Capital Partners reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
Fort Point Capital Partners sold 78,912 Schwab US TIPS ETF shares in Q4 2022, an estimated $2.04M.
Fort Point Capital Partners first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 5 quarters.
Fort Point Capital Partners's Schwab US TIPS ETF position peaked at $2.4M in Q1 2022.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Fort Point Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.