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

Grand 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
2023
Q1 		– Sell
-9,870
Closed -$256K – 60
2022
Q4 		$256K Sell
9,870
-13,158
-57% -$344K 0.16% 37
2022
Q3 		$596K Sell
23,028
-154
-0.7% -$4.28K 0.31% 28
2022
Q2 		$647K Sell
23,182
-312
-1% -$9.05K 0.33% 23
2022
Q1 		$713K Sell
23,494
-94
-0.4% -$2.88K 0.33% 24
2021
Q4 		$742K Buy
+23,588
New +$743K 0.33% 24

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Grand Wealth Management's SCHP Position: Q1 2023 in Review

Grand Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 9,870 shares — an estimated $256K sold.

Grand Wealth Management first reported a position in SCHP in Q4 2021 and held it in 5 quarters. The position peaked at $742K in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Grand Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Grand Wealth Management sold 9,870 Schwab US TIPS ETF shares in Q1 2023, an estimated $256K.
  • Grand Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 5 quarters.
  • Grand Wealth Management's Schwab US TIPS ETF position peaked at $742K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Grand Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.