Merk Investments’s Schwab US TIPS ETF SCHP Stock Holding History

Merk Investments’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	-29,882	Closed	-$754K	–	15
2023 Q3	$754K	Buy	29,882 +274	+0.9%	+$7.06K	0.85%	13
2023 Q2	$776K	Sell	29,608 -11,418	-28%	-$303K	0.62%	13
2023 Q1	$1.1M	Sell	41,026 -562	-1%	-$14.8K	0.96%	13
2022 Q4	$1.08M	Sell	41,588 -16,496	-28%	-$432K	0.97%	13
2022 Q3	$1.5M	Buy	58,084 +5,378	+10%	+$150K	1.48%	14
2022 Q2	$1.47K	Buy	+52,706	New	+$1.53M	0.33%	14

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

Merk Investments's SCHP Position: Q4 2023 in Review

Merk Investments sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 29,882 shares — an estimated $754K sold.

Merk Investments first reported a position in SCHP in Q2 2022 and held it in 6 quarters. The position peaked at $1.5M in Q3 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Merk Investments reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Merk Investments sold 29,882 Schwab US TIPS ETF shares in Q4 2023, an estimated $754K.
Merk Investments first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 6 quarters.
Merk Investments's Schwab US TIPS ETF position peaked at $1.5M in Q3 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Merk Investments's 13F filing for Q4 2023, filed 14 Feb 2024.