KJWM
SCHP icon

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

Kiley Juergens 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
Q2 		– Sell
-26,872
Closed -$816K – 74
2022
Q1 		$816K Sell
26,872
-11,430
-30% -$351K 0.39% 39
2021
Q4 		$1.2M Buy
38,302
+13,322
+53% +$419K 0.46% 40
2021
Q3 		$781K Buy
+24,980
New +$788K 0.34% 49

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiley Juergens Wealth Management's SCHP Position: Q2 2022 in Review

Kiley Juergens Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 26,872 shares — an estimated $816K sold.

Kiley Juergens Wealth Management first reported a position in SCHP in Q3 2021 and held it in 3 quarters. The position peaked at $1.2M in Q4 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Kiley Juergens Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 26,872 Schwab US TIPS ETF shares in Q2 2022, an estimated $816K.
  • Kiley Juergens Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Schwab US TIPS ETF position peaked at $1.2M in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.