Leading Edge Financial Planning’s Schwab US TIPS ETF SCHP Stock Holding History

Leading Edge Financial Planning’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 Q2	–	Sell	-8,070	Closed	-$210K	–	57
2024 Q1	$210K	Sell	8,070 -5,450	-40%	-$141K	0.09%	48
2023 Q4	$353K	Sell	13,520 -14,288	-51%	-$363K	0.18%	37
2023 Q3	$702K	Sell	27,808 -4,974	-15%	-$128K	0.45%	31
2023 Q2	$859K	Sell	32,782 -848	-3%	-$22.5K	0.56%	27
2023 Q1	$901K	Sell	33,630 -10,262	-23%	-$270K	0.65%	25
2022 Q4	$1.14M	Buy	+43,892	New	+$1.15M	0.98%	18

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Leading Edge Financial Planning's SCHP Position: Q2 2024 in Review

Leading Edge Financial Planning sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 8,070 shares — an estimated $210K sold.

Leading Edge Financial Planning first reported a position in SCHP in Q4 2022 and held it in 6 quarters. The position peaked at $1.14M in Q4 2022. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Leading Edge Financial Planning reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 8,070 Schwab US TIPS ETF shares in Q2 2024, an estimated $210K.
Leading Edge Financial Planning first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 6 quarters.
Leading Edge Financial Planning's Schwab US TIPS ETF position peaked at $1.14M in Q4 2022.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Leading Edge Financial Planning's 13F filing for Q2 2024, filed 1 Aug 2024.