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Girard Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Girard 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
Q3 		– Sell
-10,850
Closed -$302K – 236
2022
Q2 		$302K Buy
+10,850
New +$315K 0.04% 193
2022
Q1 		– Sell
-6,742
Closed -$212K – 257
2021
Q4 		$212K Buy
+6,742
New +$212K 0.02% 223

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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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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 $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Girard Partners's SCHP Position: Q3 2022 in Review

Girard Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 10,850 shares — an estimated $302K sold.

Girard Partners first reported a position in SCHP in Q4 2021 and held it in 2 quarters. The position peaked at $302K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Girard Partners reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Girard Partners sold 10,850 Schwab US TIPS ETF shares in Q3 2022, an estimated $302K.
  • Girard Partners first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Girard Partners's Schwab US TIPS ETF position peaked at $302K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Girard Partners's 13F filing for Q3 2022, filed 20 Oct 2022.