MFG
SCHP icon

Monumental Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-4,354
Closed -$117K – 76
2023
Q1 		$117K Buy
+4,354
New +$115K 0.08% 56
2022
Q4 		– Sell
-14,020
Closed -$363K – 56
2022
Q3 		$363K Sell
14,020
-818
-6% -$22.7K 0.34% 27
2022
Q2 		$414K Sell
14,838
-1,240
-8% -$36K 0.38% 27
2022
Q1 		$488K Sell
16,078
-379,016
-96% -$11.6M 0.4% 17
2021
Q4 		$12.4M Buy
395,094
+16,434
+4% +$517K 8.9% 5
2021
Q3 		$11.8M Buy
378,660
+44,714
+13% +$1.41M 9.46% 5
2021
Q2 		$10.4M Buy
333,946
+56,790
+20% +$1.76M 8.93% 5
2021
Q1 		$8.47M Buy
+277,156
New +$8.54M 8.09% 4

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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return