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Milestone Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Milestone Wealth’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
Q3 		$26K Hold
1,000
– – 0.03% 138
2022
Q2 		$28K Sell
1,000
-2,302
-70% -$66.8K 0.03% 132
2022
Q1 		$103K Hold
3,302
– – 0.08% 84
2021
Q4 		$103K Buy
+3,302
New +$104K 0.08% 84

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $37.3B AUM 12.6% 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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Milestone Wealth's SCHP Position: Q3 2022 in Review

Milestone Wealth held its Schwab US TIPS ETF (SCHP) position steady in Q3 2022 at 1,000 shares worth $26K. The position accounts for 0.03% of the portfolio, ranked #138.

Milestone Wealth first reported a position in SCHP in Q4 2021 and has held it in 4 quarters since. The position peaked at $103K in Q1 2022. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Milestone Wealth held 1,000 shares of Schwab US TIPS ETF worth $26K as of Q3 2022.
  • Milestone Wealth left its Schwab US TIPS ETF share count unchanged in Q3 2022.
  • Schwab US TIPS ETF made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #138 holding.
  • Milestone Wealth first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Schwab US TIPS ETF position peaked at $103K in Q1 2022.
  • 693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.