Founders Capital Management (Texas)’s Schwab US TIPS ETF SCHP Stock Holding History

Founders Capital Management (Texas)’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	–	Sell	-386	Closed	-$10.1K	–	384
2024 Q1	$10.1K	Hold	386	–	–	0.01%	287
2023 Q4	$10.1K	Buy	386 +4	+1%	+$102	0.01%	288
2023 Q3	$9.64K	Buy	382 +4	+1%	+$103	0.01%	295
2023 Q2	$9.9K	Buy	378 +4	+1%	+$106	0.01%	308
2023 Q1	$10K	Hold	374	–	–	0.01%	313
2022 Q4	$10K	Buy	374 +6	+2%	+$157	0.01%	301
2022 Q3	$10K	Sell	368 -3,134	-89%	-$87.1K	0.01%	299
2022 Q2	$98K	Buy	3,502 +3,152	+901%	+$91.5K	0.08%	84
2022 Q1	$11K	Hold	350	–	–	0.01%	264
2021 Q4	$11K	Buy	350 +4	+1%	+$126	0.01%	264
2021 Q3	$11K	Hold	346	–	–	0.01%	268
2021 Q2	$11K	Buy	+346	New	+$10.7K	0.01%	260
2019 Q1	–	Sell	-38	Closed	-$1K	–	342
2018 Q4	$1K	Buy	+38	New	+$1.01K	﹤0.01%	334

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Founders Capital Management (Texas)'s SCHP Position: Q2 2024 in Review

Founders Capital Management (Texas) sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 386 shares — an estimated $10.1K sold.

Founders Capital Management (Texas) first reported a position in SCHP in Q4 2018 and held it in 13 quarters. The position peaked at $98K in Q2 2022. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Founders Capital Management (Texas) reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 386 Schwab US TIPS ETF shares in Q2 2024, an estimated $10.1K.
Founders Capital Management (Texas) first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 13 quarters.
Founders Capital Management (Texas)'s Schwab US TIPS ETF position peaked at $98K in Q2 2022.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2024, filed 10 Jul 2024.