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Lowery Thomas LLC’s Schwab US TIPS ETF SCHP Stock Holding History

Lowery Thomas LLC’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
-72,098
Closed -$1.87M – 41
2022
Q3 		$1.87M Sell
72,098
-28,470
-28% -$791K 2.18% 18
2022
Q2 		$2.81M Sell
100,568
-180,116
-64% -$5.23M 2.68% 16
2022
Q1 		$8.52M Sell
280,684
-150,974
-35% -$4.63M 6.61% 2
2021
Q4 		$13.6M Buy
+431,658
New +$13.6M 9.36% 1

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
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
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Lowery Thomas LLC's SCHP Position: Q4 2022 in Review

Lowery Thomas LLC sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 72,098 shares — an estimated $1.87M sold.

Lowery Thomas LLC first reported a position in SCHP in Q4 2021 and held it in 4 quarters. The position peaked at $13.6M in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Lowery Thomas LLC reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Lowery Thomas LLC sold 72,098 Schwab US TIPS ETF shares in Q4 2022, an estimated $1.87M.
  • Lowery Thomas LLC first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 4 quarters.
  • Lowery Thomas LLC's Schwab US TIPS ETF position peaked at $13.6M in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Lowery Thomas LLC's 13F filing for Q4 2022, filed 10 Feb 2023.