Horst & Graben Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Horst & Graben 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
2023 Q4	–	Sell	-8,544	Closed	-$216K	–	149
2023 Q3	$216K	Sell	8,544 -3,288	-28%	-$84.7K	0.05%	121
2023 Q2	$310K	Sell	11,832 -8	-0.1%	-$212	0.07%	99
2023 Q1	$317K	Sell	11,840 -95,322	-89%	-$2.51M	0.08%	95
2022 Q4	$2.77M	Sell	107,162 -207,272	-66%	-$5.42M	0.73%	28
2022 Q3	$8.14M	Sell	314,434 -61,102	-16%	-$1.7M	2.31%	10
2022 Q2	$10.5M	Buy	375,536 +130,404	+53%	+$3.78M	2.84%	9
2022 Q1	$7.44M	Sell	245,132 -129,558	-35%	-$3.97M	1.82%	15
2021 Q4	$11.8M	Buy	374,690 +232,106	+163%	+$7.31M	2.95%	11
2021 Q3	$4.46M	Buy	142,584 +134,926	+1,762%	+$4.26M	1.23%	24
2021 Q2	$239K	Buy	+7,658	New	+$237K	0.07%	118

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Horst & Graben Wealth Management's SCHP Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 8,544 shares — an estimated $216K sold.

Horst & Graben Wealth Management first reported a position in SCHP in Q2 2021 and held it in 10 quarters. The position peaked at $11.8M in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Horst & Graben Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 8,544 Schwab US TIPS ETF shares in Q4 2023, an estimated $216K.
Horst & Graben Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 10 quarters.
Horst & Graben Wealth Management's Schwab US TIPS ETF position peaked at $11.8M in Q4 2021.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.