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Impact Partnership Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-36
Closed -$939 – 592
2024
Q1 		$939 Hold
36
– – ﹤0.01% 630
2023
Q4 		$940 Sell
36
-126
-78% -$3.21K ﹤0.01% 758
2023
Q3 		$4.09K Buy
162
+132
+440% +$3.4K ﹤0.01% 723
2023
Q2 		$786 Buy
+30
New +$795 ﹤0.01% 821

Other funds holding SCHP

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Impact Partnership Wealth's SCHP Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 36 shares — an estimated $939 sold.

Impact Partnership Wealth first reported a position in SCHP in Q2 2023 and held it in 4 quarters. The position peaked at $4.09K in Q3 2023. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 36 Schwab US TIPS ETF shares in Q2 2024, an estimated $939.
  • Impact Partnership Wealth first reported a position in Schwab US TIPS ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab US TIPS ETF position peaked at $4.09K in Q3 2023.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.