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Imprint Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Imprint 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
Q1 		$271K Buy
+10,480
New +$272K 0.07% 243
2023
Q4 		– Sell
-10,906
Closed -$275K – 166
2023
Q3 		$275K Buy
+10,906
New +$281K 0.23% 115
2023
Q2 		– Sell
-9,588
Closed -$257K – 179
2023
Q1 		$257K Buy
+9,588
New +$252K 0.17% 139

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

Imprint Wealth's SCHP Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2024: 10,480 shares worth $271K. The stake represents 0.07% of the portfolio and ranks #243 among its holdings. This is a return to the name: Imprint Wealth previously reported a position in SCHP as recently as Q3 2023.

Imprint Wealth first reported a position in SCHP in Q1 2023 and has held it in 3 quarters since. The position peaked at $275K in Q3 2023. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Imprint Wealth held 10,480 shares of Schwab US TIPS ETF worth $271K as of Q1 2024.
  • Schwab US TIPS ETF was a new Imprint Wealth position in Q1 2024.
  • Schwab US TIPS ETF made up 0.07% of Imprint Wealth's portfolio in Q1 2024, its #243 holding.
  • Imprint Wealth first reported a position in Schwab US TIPS ETF in Q1 2023 and has held it in 3 quarters since.
  • Imprint Wealth's Schwab US TIPS ETF position peaked at $275K in Q3 2023.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.