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

Meridian 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 Q4	–	Sell	-9,832	Closed	-$248K	–	614
2023 Q3	$248K	Sell	9,832 -29,770	-75%	-$767K	0.02%	477
2023 Q2	$1.04M	Sell	39,602 -31,912	-45%	-$846K	0.09%	189
2023 Q1	$1.92M	Sell	71,514 -558	-0.8%	-$14.7K	0.17%	130
2022 Q4	$1.87M	Sell	72,072 -7,816	-10%	-$204K	0.18%	123
2022 Q3	$2.07M	Buy	79,888 +25,896	+48%	+$720K	0.22%	107
2022 Q2	$1.51M	Buy	+53,992	New	+$1.57M	0.12%	183
2019 Q3	–	Sell	-1,302	Closed	-$367	–	425
2019 Q2	$367	Buy	+1,302	New	+$36K	0.01%	422

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Meridian Wealth Management's SCHP Position: Q4 2023 in Review

Meridian Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 9,832 shares — an estimated $248K sold.

Meridian Wealth Management first reported a position in SCHP in Q2 2019 and held it in 7 quarters. The position peaked at $2.07M in Q3 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Meridian Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Management sold 9,832 Schwab US TIPS ETF shares in Q4 2023, an estimated $248K.
Meridian Wealth Management first reported a position in Schwab US TIPS ETF in Q2 2019 and held it in 7 quarters.
Meridian Wealth Management's Schwab US TIPS ETF position peaked at $2.07M in Q3 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.