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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Monumental Financial Group's SCHP Position: Q2 2023 in Review

Monumental Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 4,354 shares — an estimated $117K sold.

Monumental Financial Group first reported a position in SCHP in Q1 2021 and held it in 8 quarters. The position peaked at $12.4M in Q4 2021. 650 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Monumental Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 4,354 Schwab US TIPS ETF shares in Q2 2023, an estimated $117K.
Monumental Financial Group first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 8 quarters.
Monumental Financial Group's Schwab US TIPS ETF position peaked at $12.4M in Q4 2021.
650 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.