GFS
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GYL Financial Synergies’s Schwab US TIPS ETF SCHP Stock Holding History

GYL Financial Synergies’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
-11,010
Closed -$286K – 377
2024
Q2 		$286K Buy
11,010
+26
+0.2% +$672 0.02% 301
2024
Q1 		$286K Buy
10,984
+310
+3% +$8.04K 0.02% 303
2023
Q4 		$279K Buy
10,674
+410
+4% +$10.4K 0.02% 293
2023
Q3 		$259K Hold
10,264
– – 0.03% 288
2023
Q2 		$269K Buy
+10,264
New +$272K 0.02% 289

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return