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Future Financial Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Future Financial Wealth Management’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
-750
Closed -$23K – 405
2022
Q1 		$23K Hold
750
– – 0.02% 353
2021
Q4 		$23K Buy
+750
New +$23.6K 0.02% 364

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Temasek Holdings
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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

Future Financial Wealth Management's SCHP Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 750 shares — an estimated $23K sold.

Future Financial Wealth Management first reported a position in SCHP in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 750 Schwab US TIPS ETF shares in Q2 2022, an estimated $23K.
  • Future Financial Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's Schwab US TIPS ETF position peaked at $23K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.