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

Newbridge Financial Services 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
2024 Q1	–	Sell	-314	Closed	-$8.2K	–	1278
2023 Q4	$8.2K	Hold	314	–	–	﹤0.01%	781
2023 Q3	$7.93K	Hold	314	–	–	﹤0.01%	865
2023 Q2	$8.23K	Hold	314	–	–	﹤0.01%	926
2023 Q1	$8.42K	Hold	314	–	–	﹤0.01%	941
2022 Q4	$8.13K	Hold	314	–	–	﹤0.01%	953
2022 Q3	$8K	Sell	314 -360	-53%	-$10K	﹤0.01%	949
2022 Q2	$19K	Buy	+674	New	+$19.6K	0.01%	677
2022 Q1	–	Sell	-482	Closed	-$15K	–	1546
2021 Q4	$15K	Sell	482 -298	-38%	-$9.38K	0.01%	818
2021 Q3	$24K	Buy	+780	New	+$24.6K	0.02%	611

Other funds holding SCHP

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

QCM

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

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

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Newbridge Financial Services Group's SCHP Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 314 shares — an estimated $8.2K sold.

Newbridge Financial Services Group first reported a position in SCHP in Q3 2021 and held it in 9 quarters. The position peaked at $24K in Q3 2021. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

Newbridge Financial Services Group reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 314 Schwab US TIPS ETF shares in Q1 2024, an estimated $8.2K.
Newbridge Financial Services Group first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 9 quarters.
Newbridge Financial Services Group's Schwab US TIPS ETF position peaked at $24K in Q3 2021.
646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.