LF
SCHP icon

Lee Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Lee Financial’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
Q1 		– Sell
-4,378
Closed -$114K – 693
2023
Q4 		$114K Sell
4,378
-106
-2% -$2.7K 0.02% 168
2023
Q3 		$113K Sell
4,484
-80
-2% -$2.06K 0.02% 154
2023
Q2 		$120K Sell
4,564
-210
-4% -$5.57K 0.02% 153
2023
Q1 		$128K Sell
4,774
-1,020
-18% -$26.8K 0.02% 153
2022
Q4 		$150K Hold
5,794
– – 0.03% 164
2022
Q3 		$150K Sell
5,794
-596
-9% -$16.6K 0.03% 163
2022
Q2 		$178K Sell
6,390
-6,024
-49% -$175K 0.03% 150
2022
Q1 		$377K Sell
12,414
-512
-4% -$15.7K 0.07% 109
2021
Q4 		$406K Sell
12,926
-480
-4% -$15.1K 0.08% 109
2021
Q3 		$419K Sell
13,406
-1,700
-11% -$53.6K 0.09% 102
2021
Q2 		$472K Sell
15,106
-4,482
-23% -$139K 0.1% 92
2021
Q1 		$599K Sell
19,588
-11,700
-37% -$360K 0.14% 79
2020
Q4 		$971K Buy
31,288
+288
+0.9% +$8.85K 0.25% 57
2020
Q3 		$955K Sell
31,000
-59,400
-66% -$1.82M 0.27% 59
2020
Q2 		$2.71M Sell
90,400
-73,664
-45% -$2.18M 0.75% 23
2020
Q1 		$4.72M Sell
164,064
-63,800
-28% -$1.83M 1.57% 13
2019
Q4 		$6.45M Sell
227,864
-5,160
-2% -$146K 1.39% 15
2019
Q3 		$6.61M Buy
233,024
+33,598
+17% +$952K 1.49% 16
2019
Q2 		$5.62M Buy
199,426
+14,010
+8% +$388K 1.27% 16
2019
Q1 		$5.1M Buy
185,416
+7,864
+4% +$212K 1.19% 17
2018
Q4 		$4.73M Sell
177,552
-74,138
-29% -$1.97M 1.27% 19
2018
Q3 		$6.79M Sell
251,690
-12,092
-5% -$329K 1.67% 14
2018
Q2 		$7.24M Buy
263,782
+17,814
+7% +$486K 1.71% 14
2018
Q1 		$6.75M Buy
245,968
+104,784
+74% +$2.87M 1.71% 14
2017
Q4 		$3.91M Buy
141,184
+24,022
+21% +$664K 1.14% 16
2017
Q3 		$3.24M Buy
117,162
+27,558
+31% +$763K 1.04% 20
2017
Q2 		$2.47M Buy
89,604
+13,776
+18% +$382K 0.91% 22
2017
Q1 		$2.1M Buy
75,828
+59,314
+359% +$1.64M 0.84% 24
2016
Q4 		$453K Buy
+16,514
New +$461K 0.25% 73

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lee Financial's SCHP Position: Q1 2024 in Review

Lee Financial sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 4,378 shares — an estimated $114K sold.

Lee Financial first reported a position in SCHP in Q4 2016 and held it in 29 quarters. The position peaked at $7.24M in Q2 2018. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • Lee Financial reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 4,378 Schwab US TIPS ETF shares in Q1 2024, an estimated $114K.
  • Lee Financial first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Schwab US TIPS ETF position peaked at $7.24M in Q2 2018.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.