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Horan Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Horan Securities’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
Q2 		– Sell
-2,062
Closed -$55.3K – 756
2023
Q1 		$55.3K Buy
2,062
+6
+0.3% +$158 0.03% 208
2022
Q4 		$53.2K Hold
2,056
– – 0.03% 197
2022
Q3 		$53K Sell
2,056
-336
-14% -$9.34K 0.03% 174
2022
Q2 		$67K Buy
2,392
+8
+0.3% +$232 0.04% 151
2022
Q1 		$72K Buy
2,384
+2
+0.1% +$61 0.04% 145
2021
Q4 		$75K Buy
+2,382
New +$75K 0.04% 148
2021
Q2 		$60K Hold
1,928
– – 0.04% 153
2021
Q1 		$59K Hold
1,928
– – 0.05% 132
2020
Q4 		$60K Buy
+1,928
New +$59.2K 0.05% 109

Other funds holding SCHP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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

Horan Securities's SCHP Position: Q2 2023 in Review

Horan Securities sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 2,062 shares — an estimated $55.3K sold.

Horan Securities first reported a position in SCHP in Q4 2020 and held it in 9 quarters. The position peaked at $75K in Q4 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Horan Securities reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Horan Securities sold 2,062 Schwab US TIPS ETF shares in Q2 2023, an estimated $55.3K.
  • Horan Securities first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 9 quarters.
  • Horan Securities's Schwab US TIPS ETF position peaked at $75K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Horan Securities's 13F filing for Q2 2023, filed 27 Jul 2023.