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Laffer Tengler Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Laffer Tengler Investments’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
-68
Closed -$1.76K – 319
2024
Q2 		$1.76K Sell
68
-682
-91% -$17.6K ﹤0.01% 370
2024
Q1 		$19.6K Buy
+750
New +$19.5K 0.01% 274
2022
Q4 		– Sell
-64
Closed -$1.7K – 472
2022
Q3 		$1.7K Hold
64
– – ﹤0.01% 373
2022
Q2 		$1.79K Buy
64
+2
+3% +$58 ﹤0.01% 338
2022
Q1 		$1.91K Hold
62
– – ﹤0.01% 371
2021
Q4 		$1.97K Buy
62
+2
+3% +$63 ﹤0.01% 343
2021
Q3 		$1.93K Buy
+60
New +$1.89K ﹤0.01% 438
2020
Q4 		– Sell
-250
Closed -$7.7K – 304
2020
Q3 		$7.7K Hold
250
– – ﹤0.01% 255
2020
Q2 		$7.5K Buy
+250
New +$7.41K ﹤0.01% 245

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

Laffer Tengler Investments's SCHP Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 68 shares — an estimated $1.76K sold.

Laffer Tengler Investments first reported a position in SCHP in Q2 2020 and held it in 9 quarters. The position peaked at $19.6K in Q1 2024. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 68 Schwab US TIPS ETF shares in Q3 2024, an estimated $1.76K.
  • Laffer Tengler Investments first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 9 quarters.
  • Laffer Tengler Investments's Schwab US TIPS ETF position peaked at $19.6K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.