GW
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GW & Wade’s Schwab US TIPS ETF SCHP Stock Holding History

GW & Wade’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
Q4 		– Sell
-8,156
Closed -$211K – 405
2022
Q3 		$211K Sell
8,156
-582
-7% -$16.2K 0.01% 353
2022
Q2 		$244K Buy
8,738
+4
+0% +$116 0.01% 337
2022
Q1 		$265K Sell
8,734
-282
-3% -$8.65K 0.01% 332
2021
Q4 		$284K Buy
9,016
+666
+8% +$21K 0.01% 329
2021
Q3 		$261K Buy
8,350
+12
+0.1% +$379 0.01% 328
2021
Q2 		$261K Sell
8,338
-5,198
-38% -$161K 0.01% 334
2021
Q1 		$414K Buy
+13,536
New +$417K 0.02% 244

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

GW & Wade's SCHP Position: Q4 2022 in Review

GW & Wade sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 8,156 shares — an estimated $211K sold.

GW & Wade first reported a position in SCHP in Q1 2021 and held it in 7 quarters. The position peaked at $414K in Q1 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • GW & Wade reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • GW & Wade sold 8,156 Schwab US TIPS ETF shares in Q4 2022, an estimated $211K.
  • GW & Wade first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 7 quarters.
  • GW & Wade's Schwab US TIPS ETF position peaked at $414K in Q1 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.