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Hazlett, Burt & Watson’s Schwab US TIPS ETF SCHP Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-322
Closed -$9K – 681
2022
Q4 		$9K Buy
322
+264
+455% +$6.91K 0.01% 472
2022
Q3 		$2K Buy
+58
New +$1.61K ﹤0.01% 578

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Hazlett, Burt & Watson's SCHP Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 322 shares — an estimated $9K sold.

Hazlett, Burt & Watson first reported a position in SCHP in Q3 2022 and held it in 2 quarters. The position peaked at $9K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 322 Schwab US TIPS ETF shares in Q1 2023, an estimated $9K.
  • Hazlett, Burt & Watson first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Schwab US TIPS ETF position peaked at $9K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.