Indie Asset Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Indie Asset 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
2023 Q1	–	Sell	-8,300	Closed	-$215K	–	90
2022 Q4	$215K	Hold	8,300	–	–	0.24%	78
2022 Q3	$215K	Hold	8,300	–	–	0.22%	80
2022 Q2	$232K	Hold	8,300	–	–	0.2%	89
2022 Q1	$252K	Hold	8,300	–	–	0.19%	108
2021 Q4	$261K	Hold	8,300	–	–	0.19%	107
2021 Q3	$260K	Hold	8,300	–	–	0.21%	100
2021 Q2	$259K	Buy	+8,300	New	+$257K	0.21%	98

Other funds holding SCHP

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Indie Asset Partners's SCHP Position: Q1 2023 in Review

Indie Asset Partners sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,300 shares — an estimated $215K sold.

Indie Asset Partners first reported a position in SCHP in Q2 2021 and held it in 7 quarters. The position peaked at $261K in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Indie Asset Partners reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Indie Asset Partners sold 8,300 Schwab US TIPS ETF shares in Q1 2023, an estimated $215K.
Indie Asset Partners first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 7 quarters.
Indie Asset Partners's Schwab US TIPS ETF position peaked at $261K in Q4 2021.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Indie Asset Partners's 13F filing for Q1 2023, filed 11 May 2023.