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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 $41.9B AUM 18.91% 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 $1.81T 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

GYL Financial Synergies's SCHP Position: Q3 2024 in Review

GYL Financial Synergies sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 11,010 shares — an estimated $286K sold.

GYL Financial Synergies first reported a position in SCHP in Q2 2023 and held it in 5 quarters. The position peaked at $286K in Q1 2024. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • GYL Financial Synergies reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 11,010 Schwab US TIPS ETF shares in Q3 2024, an estimated $286K.
  • GYL Financial Synergies first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 5 quarters.
  • GYL Financial Synergies's Schwab US TIPS ETF position peaked at $286K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.