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Level Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Level Financial Advisors’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 		– Sell
-46
Closed -$1K – 340
2022
Q1 		$1K Sell
46
-102
-69% -$3.13K ﹤0.01% 223
2021
Q4 		$5K Buy
+148
New +$4.66K ﹤0.01% 210

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 $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $462B AUM 39.16% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's SCHP Position: Q2 2022 in Review

Level Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 46 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in SCHP in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 714 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Level Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Level Financial Advisors sold 46 Schwab US TIPS ETF shares in Q2 2022, an estimated $1K.
  • Level Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 2 quarters.
  • Level Financial Advisors's Schwab US TIPS ETF position peaked at $5K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Level Financial Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.