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

Lake Point 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 		$2K Buy
+60
New +$1.74K ﹤0.01% 335
2019
Q2 		$4K Hold
132
– – ﹤0.01% 459
2019
Q1 		$4K Buy
+132
New +$3.56K ﹤0.01% 459

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

Lake Point Wealth Management's SCHP Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2022: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in SCHP as recently as Q2 2019.

Lake Point Wealth Management first reported a position in SCHP in Q1 2019 and has held it in 3 quarters since. The position peaked at $4K in Q2 2019. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Lake Point Wealth Management held 60 shares of Schwab US TIPS ETF worth $2K as of Q2 2022.
  • Schwab US TIPS ETF was a new Lake Point Wealth Management position in Q2 2022.
  • Schwab US TIPS ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #335 holding.
  • Lake Point Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2019 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Schwab US TIPS ETF position peaked at $4K in Q2 2019.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.