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Highland Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Highland Financial Advisors’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 		– Sell
-88,914
Closed -$2.3M – 59
2022
Q3 		$2.3M Sell
88,914
-11,170
-11% -$311K 1.6% 17
2022
Q2 		$2.79M Buy
+100,084
New +$2.9M 1.91% 16

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

Highland Financial Advisors's SCHP Position: Q4 2022 in Review

Highland Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 88,914 shares — an estimated $2.3M sold.

Highland Financial Advisors first reported a position in SCHP in Q2 2022 and held it in 2 quarters. The position peaked at $2.79M in Q2 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Highland Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Financial Advisors sold 88,914 Schwab US TIPS ETF shares in Q4 2022, an estimated $2.3M.
  • Highland Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 2 quarters.
  • Highland Financial Advisors's Schwab US TIPS ETF position peaked at $2.79M in Q2 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Highland Financial Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.