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Liberty Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Liberty Wealth Management’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
2023
Q2 		– Sell
-136,400
Closed -$3.58M – 228
2023
Q1 		$3.58M Buy
+136,400
New +$3.59M 0.74% 36
2021
Q4 		– Sell
-658
Closed -$21K – 919
2021
Q3 		$21K Buy
+658
New +$20.8K 0.01% 638
2020
Q3 		– Sell
-692
Closed -$21K – 944
2020
Q2 		$21K Buy
+692
New +$20.5K 0.01% 377

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Liberty Wealth Management's SCHP Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 136,400 shares — an estimated $3.58M sold.

Liberty Wealth Management first reported a position in SCHP in Q2 2020 and held it in 3 quarters. The position peaked at $3.58M in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Liberty Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 136,400 Schwab US TIPS ETF shares in Q2 2023, an estimated $3.58M.
  • Liberty Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Schwab US TIPS ETF position peaked at $3.58M in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.