MCM
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MidAtlantic Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

MidAtlantic Capital 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
2024
Q3 		– Sell
-930
Closed -$24.2K – 243
2024
Q2 		$24.2K Hold
930
– – 0.02% 156
2024
Q1 		$24.3K Hold
930
– – 0.02% 158
2023
Q4 		$24.3K Buy
+930
New +$23.7K 0.02% 153

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SEI Investments
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MidAtlantic Capital Management's SCHP Position: Q3 2024 in Review

MidAtlantic Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 930 shares — an estimated $24.2K sold.

MidAtlantic Capital Management first reported a position in SCHP in Q4 2023 and held it in 3 quarters. The position peaked at $24.3K in Q4 2023. 636 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • MidAtlantic Capital Management reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • MidAtlantic Capital Management sold 930 Schwab US TIPS ETF shares in Q3 2024, an estimated $24.2K.
  • MidAtlantic Capital Management first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 3 quarters.
  • MidAtlantic Capital Management's Schwab US TIPS ETF position peaked at $24.3K in Q4 2023.
  • 636 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on MidAtlantic Capital Management's 13F filing for Q3 2024, filed 7 Nov 2024.