H&H Retirement Design & Management’s Schwab US TIPS ETF SCHP Stock Holding History

H&H Retirement Design & 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 Q3	–	Sell	-7,638	Closed	-$200K	–	62
2023 Q2	$200K	Buy	+7,638	New	+$202K	0.13%	55
2023 Q1	–	Sell	-74,434	Closed	-$1.96M	–	85
2022 Q4	$1.96M	Sell	74,434 -6,742	-8%	-$176K	1.65%	16
2022 Q3	$2.11M	Sell	81,176 -9,360	-10%	-$260K	1.99%	13
2022 Q2	$2.57M	Sell	90,536 -16,140	-15%	-$468K	1.87%	13
2022 Q1	$3.17M	Sell	106,676 -3,962	-4%	-$122K	2.16%	13
2021 Q4	$3.37M	Sell	110,638 -103,866	-48%	-$3.27M	2.13%	13
2021 Q3	$6.7M	Buy	214,504 +5,160	+2%	+$163K	4.12%	10
2021 Q2	$6.59M	Sell	209,344 -7,934	-4%	-$246K	4.04%	10
2021 Q1	$6.71M	Buy	+217,278	New	+$6.69M	4.03%	11
2020 Q3	$5.55M	Buy	+180,158	New	+$5.52M	4.36%	9

Other funds holding SCHP

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

H&H Retirement Design & Management's SCHP Position: Q3 2023 in Review

H&H Retirement Design & Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 7,638 shares — an estimated $200K sold.

H&H Retirement Design & Management first reported a position in SCHP in Q3 2020 and held it in 10 quarters. The position peaked at $6.71M in Q1 2021. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

H&H Retirement Design & Management reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 7,638 Schwab US TIPS ETF shares in Q3 2023, an estimated $200K.
H&H Retirement Design & Management first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 10 quarters.
H&H Retirement Design & Management's Schwab US TIPS ETF position peaked at $6.71M in Q1 2021.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on H&H Retirement Design & Management's 13F filing for Q3 2023, filed 17 Oct 2023.