HWP
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Highline Wealth Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Highline Wealth Partners’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
Q1 		– Sell
-2
Closed -$73 – 451
2023
Q4 		$73 Sell
2
-414
-100% -$10.5K ﹤0.01% 409
2023
Q3 		$10.5K Buy
416
+414
+20,700% +$10.7K 0.01% 183
2023
Q2 		$72 Hold
2
– – ﹤0.01% 336
2023
Q1 		$73 Sell
2
-34
-94% -$895 ﹤0.01% 333
2022
Q4 		$951 Sell
36
-18
-33% -$471 ﹤0.01% 266
2022
Q3 		$1.38K Buy
+54
New +$1.5K ﹤0.01% 237

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Highline Wealth Partners's SCHP Position: Q1 2024 in Review

Highline Wealth Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 2 shares — an estimated $73 sold.

Highline Wealth Partners first reported a position in SCHP in Q3 2022 and held it in 6 quarters. The position peaked at $10.5K in Q3 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Highline Wealth Partners reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 2 Schwab US TIPS ETF shares in Q1 2024, an estimated $73.
  • Highline Wealth Partners first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 6 quarters.
  • Highline Wealth Partners's Schwab US TIPS ETF position peaked at $10.5K in Q3 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Highline Wealth Partners's 13F filing for Q1 2024, filed 28 Oct 2024.