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Heritage Wealth Management (Arizona)’s Schwab US TIPS ETF SCHP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$309K Buy
11,946
+3,554
+42% +$93K 0.04% 286
2022
Q3 		$217K Sell
8,392
-2,920
-26% -$81.2K 0.07% 208
2022
Q2 		$316K Buy
11,312
+182
+2% +$5.28K 0.11% 147
2022
Q1 		$338K Buy
+11,130
New +$341K 0.09% 173
2021
Q3 		$61K Buy
1,954
+1,726
+757% +$54.5K 0.02% 422
2021
Q2 		$7K Buy
+228
New +$7.07K ﹤0.01% 704

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab US TIPS ETF (SCHP) stake by 42% in Q4 2022, buying an estimated $93K and bringing the position to 11,946 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #286.

Heritage Wealth Management (Arizona) first reported a position in SCHP in Q2 2021 and has held it in 6 quarters since. The position peaked at $338K in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 11,946 shares of Schwab US TIPS ETF worth $309K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,554 Schwab US TIPS ETF shares in Q4 2022, an estimated $93K.
  • Schwab US TIPS ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #286 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Schwab US TIPS ETF position peaked at $338K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.