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Midwest Heritage Bank’s Schwab US TIPS ETF SCHP Stock Holding History

Midwest Heritage Bank’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
Q1 		– Sell
-13,998
Closed -$362K – 59
2022
Q4 		$362K Sell
13,998
-3,176
-18% -$83.1K 0.35% 42
2022
Q3 		$445K Sell
17,174
-1,554
-8% -$43.2K 0.47% 37
2022
Q2 		$523K Sell
18,728
-910
-5% -$26.4K 0.47% 36
2022
Q1 		$596K Buy
19,638
+6,706
+52% +$206K 0.47% 33
2021
Q4 		$407K Buy
+12,932
New +$407K 0.4% 36

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 $41.9B AUM 18.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Midwest Heritage Bank's SCHP Position: Q1 2023 in Review

Midwest Heritage Bank sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 13,998 shares — an estimated $362K sold.

Midwest Heritage Bank first reported a position in SCHP in Q4 2021 and held it in 5 quarters. The position peaked at $596K in Q1 2022. 657 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Midwest Heritage Bank reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Midwest Heritage Bank sold 13,998 Schwab US TIPS ETF shares in Q1 2023, an estimated $362K.
  • Midwest Heritage Bank first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 5 quarters.
  • Midwest Heritage Bank's Schwab US TIPS ETF position peaked at $596K in Q1 2022.
  • 657 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Midwest Heritage Bank's 13F filing for Q1 2023, filed 20 Apr 2023.