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

MV 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
2022 Q4	–	Sell	-1,132	Closed	-$29K	–	685
2022 Q3	$29K	Hold	1,132	–	–	0.01%	283
2022 Q2	$32K	Hold	1,132	–	–	0.01%	265
2022 Q1	$34K	Hold	1,132	–	–	0.01%	260
2021 Q4	$36K	Hold	1,132	–	–	0.01%	252
2021 Q3	$35K	Hold	1,132	–	–	0.01%	235
2021 Q2	$35K	Hold	1,132	–	–	0.01%	227
2021 Q1	$35K	Hold	1,132	–	–	0.01%	185
2020 Q4	$35K	Hold	1,132	–	–	0.01%	179
2020 Q3	$35K	Hold	1,132	–	–	0.01%	162
2020 Q2	$34K	Buy	+1,132	New	+$33.5K	0.01%	164

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

MV Capital Management's SCHP Position: Q4 2022 in Review

MV Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 1,132 shares — an estimated $29K sold.

MV Capital Management first reported a position in SCHP in Q2 2020 and held it in 10 quarters. The position peaked at $36K in Q4 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

MV Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
MV Capital Management sold 1,132 Schwab US TIPS ETF shares in Q4 2022, an estimated $29K.
MV Capital Management first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 10 quarters.
MV Capital Management's Schwab US TIPS ETF position peaked at $36K in Q4 2021.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on MV Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.