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JNBA Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

JNBA Financial Advisors’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
Q3 		– Sell
-54
Closed -$2K – 746
2022
Q2 		$2K Buy
+54
New +$1.57K ﹤0.01% 665
2022
Q1 		– Sell
-212
Closed -$7K – 821
2021
Q4 		$7K Buy
+212
New +$6.68K ﹤0.01% 563
2018
Q4 		– Sell
-360
Closed -$10K – 699
2018
Q3 		$10K Buy
+360
New +$9.8K ﹤0.01% 383
2016
Q4 		– Sell
-1,102
Closed -$31K – 1184
2016
Q3 		$31K Buy
+1,102
New +$31.2K ﹤0.01% 674

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JNBA Financial Advisors's SCHP Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 54 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in SCHP in Q3 2016 and held it in 4 quarters. The position peaked at $31K in Q3 2016. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • JNBA Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 54 Schwab US TIPS ETF shares in Q3 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2016 and held it in 4 quarters.
  • JNBA Financial Advisors's Schwab US TIPS ETF position peaked at $31K in Q3 2016.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.