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

NewEdge 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
2023
Q3 		– Sell
-11,276
Closed -$296K – 671
2023
Q2 		$296K Buy
11,276
+584
+5% +$15.5K 0.01% 549
2023
Q1 		$287K Buy
10,692
+484
+5% +$12.7K 0.01% 510
2022
Q4 		$264K Sell
10,208
-64,220
-86% -$1.68M 0.01% 472
2022
Q3 		$1.93M Sell
74,428
-24,768
-25% -$689K 0.09% 194
2022
Q2 		$2.77M Sell
99,196
-57,952
-37% -$1.68M 0.13% 149
2022
Q1 		$4.77M Sell
157,148
-15,622
-9% -$479K 0.21% 110
2021
Q4 		$5.43M Buy
172,770
+61,172
+55% +$1.93M 0.23% 106
2021
Q3 		$3.49M Buy
111,598
+8,004
+8% +$253K 0.21% 97
2021
Q2 		$3.24M Sell
103,594
-157,450
-60% -$4.88M 0.25% 97
2021
Q1 		$7.98M Buy
261,044
+162,848
+166% +$5.02M 0.79% 34
2020
Q4 		$3.05M Buy
+98,196
New +$3.02M 0.94% 27

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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NewEdge Wealth's SCHP Position: Q3 2023 in Review

NewEdge Wealth sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 11,276 shares — an estimated $296K sold.

NewEdge Wealth first reported a position in SCHP in Q4 2020 and held it in 11 quarters. The position peaked at $7.98M in Q1 2021. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • NewEdge Wealth reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • NewEdge Wealth sold 11,276 Schwab US TIPS ETF shares in Q3 2023, an estimated $296K.
  • NewEdge Wealth first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 11 quarters.
  • NewEdge Wealth's Schwab US TIPS ETF position peaked at $7.98M in Q1 2021.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on NewEdge Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.