LexAurum Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

LexAurum 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 Q4	–	Sell	-12,164	Closed	-$315K	–	261
2022 Q3	$315K	Sell	12,164 -5,044	-29%	-$140K	0.12%	169
2022 Q2	$480K	Buy	17,208 +6,112	+55%	+$177K	0.18%	121
2022 Q1	$337K	Sell	11,096 -9,232	-45%	-$283K	0.11%	170
2021 Q4	$639K	Sell	20,328 -44,596	-69%	-$1.4M	0.21%	106
2021 Q3	$2.03M	Buy	64,924 +15,132	+30%	+$478K	0.6%	43
2021 Q2	$1.56M	Buy	+49,792	New	+$1.54M	0.46%	63

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

LexAurum Advisors's SCHP Position: Q4 2022 in Review

LexAurum Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 12,164 shares — an estimated $315K sold.

LexAurum Advisors first reported a position in SCHP in Q2 2021 and held it in 6 quarters. The position peaked at $2.03M in Q3 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

LexAurum Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
LexAurum Advisors sold 12,164 Schwab US TIPS ETF shares in Q4 2022, an estimated $315K.
LexAurum Advisors first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 6 quarters.
LexAurum Advisors's Schwab US TIPS ETF position peaked at $2.03M in Q3 2021.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on LexAurum Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.