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Great Lakes Retirement’s Schwab US TIPS ETF SCHP Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-178
Closed -$4.64K – 556
2024
Q2 		$4.64K Buy
+178
New +$4.6K ﹤0.01% 553

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Great Lakes Retirement's SCHP Position: Q3 2024 in Review

Great Lakes Retirement sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 178 shares — an estimated $4.64K sold.

Great Lakes Retirement first reported a position in SCHP in Q2 2024 and held it in 1 quarter. The position peaked at $4.64K in Q2 2024. 636 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Great Lakes Retirement reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 178 Schwab US TIPS ETF shares in Q3 2024, an estimated $4.64K.
  • Great Lakes Retirement first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Schwab US TIPS ETF position peaked at $4.64K in Q2 2024.
  • 636 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.