Laurel Wealth Advisors (California)’s Schwab US TIPS ETF SCHP Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$802K	Sell	30,960 -15,442	-33%	-$404K	0.08%	262
2022 Q3	$1.2M	Sell	46,402 -13,126	-22%	-$365K	0.13%	174
2022 Q2	$1.66M	Sell	59,528 -12,404	-17%	-$360K	0.17%	134
2022 Q1	$2.18M	Sell	71,932 -241,088	-77%	-$7.39M	0.18%	121
2021 Q4	$9.84M	Buy	313,020 +256,464	+453%	+$8.08M	0.76%	20
2021 Q3	$1.77M	Sell	56,556 -188,568	-77%	-$5.95M	0.33%	63
2021 Q2	$7.66M	Buy	245,124 +230,038	+1,525%	+$7.13M	0.99%	16
2021 Q1	$461K	Buy	+15,086	New	+$465K	0.07%	269
2019 Q4	–	Sell	-10,058	Closed	-$285K	–	483
2019 Q3	$285K	Buy	+10,058	New	+$285K	0.05%	355

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Schwab US TIPS ETF (SCHP) stake by 33% in Q4 2022, selling an estimated $404K and leaving 30,960 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #262.

Laurel Wealth Advisors (California) first reported a position in SCHP in Q3 2019 and has held it in 9 quarters since. The position peaked at $9.84M in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

Laurel Wealth Advisors (California) held 30,960 shares of Schwab US TIPS ETF worth $802K as of Q4 2022.
Laurel Wealth Advisors (California) sold 15,442 Schwab US TIPS ETF shares in Q4 2022, an estimated $404K.
Schwab US TIPS ETF made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #262 holding.
Laurel Wealth Advisors (California) first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s Schwab US TIPS ETF position peaked at $9.84M in Q4 2021.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.