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Kelly Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-138
Closed -$3.61K – 626
2024
Q2 		$3.61K Hold
138
– – ﹤0.01% 528
2024
Q1 		$3.58K Hold
138
– – ﹤0.01% 537
2023
Q4 		$3.58K Sell
138
-14
-9% -$356 ﹤0.01% 514
2023
Q3 		$3.82K Buy
152
+2
+1% +$52 ﹤0.01% 480
2023
Q2 		$3.93K Buy
150
+2
+1% +$53 ﹤0.01% 480
2023
Q1 		$3.98K Hold
148
– – ﹤0.01% 458
2022
Q4 		$3.85K Sell
148
-2
-1% -$52 ﹤0.01% 439
2022
Q3 		$3.91K Buy
150
+48
+47% +$1.33K ﹤0.01% 430
2022
Q2 		$2.86K Sell
102
-4
-4% -$116 ﹤0.01% 464
2022
Q1 		$3.21K Hold
106
– – ﹤0.01% 476
2021
Q4 		$3.31K Buy
106
+2
+2% +$63 ﹤0.01% 487
2021
Q3 		$3.23K Sell
104
-6,248
-98% -$197K ﹤0.01% 470
2021
Q2 		$51K Buy
6,352
+6,252
+6,252% +$194K ﹤0.01% 454
2021
Q1 		$3.08K Buy
100
+64
+178% +$1.97K ﹤0.01% 461
2020
Q4 		$1.14K Hold
36
– – ﹤0.01% 506
2020
Q3 		$1.12K Hold
36
– – ﹤0.01% 482
2020
Q2 		$1.09K Hold
36
– – ﹤0.01% 492
2020
Q1 		$1.04K Hold
36
– – ﹤0.01% 456
2019
Q4 		$1.03K Hold
36
– – ﹤0.01% 473
2019
Q3 		$1.02K Buy
+36
New +$1.02K ﹤0.01% 455

Other funds holding SCHP

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Kelly Financial Services's SCHP Position: Q3 2024 in Review

Kelly Financial Services sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 138 shares — an estimated $3.61K sold.

Kelly Financial Services first reported a position in SCHP in Q3 2019 and held it in 20 quarters. The position peaked at $51K in Q2 2021. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Kelly Financial Services reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 138 Schwab US TIPS ETF shares in Q3 2024, an estimated $3.61K.
  • Kelly Financial Services first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 20 quarters.
  • Kelly Financial Services's Schwab US TIPS ETF position peaked at $51K in Q2 2021.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.