FFA
SCHP icon

Freedman Financial Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-612
Closed -$18K – 342
2022
Q1 		$18K Hold
612
– – 0.01% 310
2021
Q4 		$19K Hold
612
– – 0.01% 295
2021
Q3 		$19K Hold
612
– – 0.01% 294
2021
Q2 		$19K Hold
612
– – 0.01% 295
2021
Q1 		$19K Hold
612
– – 0.02% 297
2020
Q4 		$19K Buy
+612
New +$18.8K 0.02% 296

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's SCHP Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 612 shares — an estimated $18K sold.

Freedman Financial Associates first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Freedman Financial Associates reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 612 Schwab US TIPS ETF shares in Q2 2022, an estimated $18K.
  • Freedman Financial Associates first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Schwab US TIPS ETF position peaked at $19K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.