Jeppson Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Jeppson 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
2022 Q4	–	Sell	-10,974	Closed	-$284K	–	211
2022 Q3	$284K	Sell	10,974 -17,126	-61%	-$476K	0.13%	145
2022 Q2	$784K	Sell	28,100 -177,614	-86%	-$5.15M	0.34%	69
2022 Q1	$6.24M	Sell	205,714 -233,466	-53%	-$7.16M	2.91%	5
2021 Q4	$13.8M	Buy	439,180 +305,980	+230%	+$9.63M	6.66%	3
2021 Q3	$4.17M	Buy	133,200 +3,700	+3%	+$117K	2.17%	7
2021 Q2	$4.05M	Sell	129,500 -22,800	-15%	-$707K	2.21%	6
2021 Q1	$4.66M	Sell	152,300 -89,762	-37%	-$2.77M	2.77%	5
2020 Q4	$7.51M	Buy	242,062 +208,692	+625%	+$6.41M	5%	3
2020 Q3	$1.03M	Buy	+33,370	New	+$1.02M	0.81%	28

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Jeppson Wealth Management's SCHP Position: Q4 2022 in Review

Jeppson Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 10,974 shares — an estimated $284K sold.

Jeppson Wealth Management first reported a position in SCHP in Q3 2020 and held it in 9 quarters. The position peaked at $13.8M in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

Jeppson Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
Jeppson Wealth Management sold 10,974 Schwab US TIPS ETF shares in Q4 2022, an estimated $284K.
Jeppson Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 9 quarters.
Jeppson Wealth Management's Schwab US TIPS ETF position peaked at $13.8M in Q4 2021.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Jeppson Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.