HB Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

HB Wealth 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
2024 Q2	–	Sell	-14,480	Closed	-$378K	–	957
2024 Q1	$378K	Buy	14,480 +6,566	+83%	+$170K	﹤0.01%	581
2023 Q4	$207K	Buy	+7,914	New	+$201K	﹤0.01%	735
2023 Q1	–	Sell	-9,270	Closed	-$240K	–	737
2022 Q4	$240K	Sell	9,270 -8,004	-46%	-$209K	﹤0.01%	589
2022 Q3	$447K	Sell	17,274 -2,364	-12%	-$65.7K	0.01%	355
2022 Q2	$548K	Sell	19,638 -1,046	-5%	-$30.4K	0.01%	329
2022 Q1	$628K	Buy	20,684 +6,188	+43%	+$190K	0.01%	314
2021 Q4	$456K	Buy	+14,496	New	+$456K	0.01%	324

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HB Wealth Management's SCHP Position: Q2 2024 in Review

HB Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 14,480 shares — an estimated $378K sold.

HB Wealth Management first reported a position in SCHP in Q4 2021 and held it in 7 quarters. The position peaked at $628K in Q1 2022. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

HB Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
HB Wealth Management sold 14,480 Schwab US TIPS ETF shares in Q2 2024, an estimated $378K.
HB Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 7 quarters.
HB Wealth Management's Schwab US TIPS ETF position peaked at $628K in Q1 2022.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on HB Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.