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Newman Dignan & Sheerar Inc’s Schwab US TIPS ETF SCHP Stock Holding History

Newman Dignan & Sheerar Inc’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
-7,524
Closed -$202K – 194
2023
Q1 		$202K Sell
7,524
-3,624
-33% -$95.4K 0.06% 184
2022
Q4 		$289K Buy
11,148
+104
+0.9% +$2.72K 0.1% 150
2022
Q3 		$286 Buy
11,044
+102
+0.9% +$2.83K 0.04% 142
2022
Q2 		$305K Buy
10,942
+106
+1% +$3.08K 0.1% 147
2022
Q1 		$329 Buy
10,836
+218
+2% +$6.69K 0.06% 136
2021
Q4 		$334K Buy
10,618
+82
+0.8% +$2.58K 0.1% 145
2021
Q3 		$330K Buy
10,536
+78
+0.7% +$2.46K 0.1% 141
2021
Q2 		$327K Buy
10,458
+186
+2% +$5.77K 0.11% 140
2021
Q1 		$314K Hold
10,272
– – 0.11% 138
2020
Q4 		$319 Buy
10,272
+210
+2% +$6.45K 0.05% 127
2020
Q3 		$310K Buy
10,062
+1,806
+22% +$55.3K 0.13% 127
2020
Q2 		$253K Hold
8,256
– – 0.11% 127
2020
Q1 		$245K Buy
8,256
+184
+2% +$5.27K 0.13% 124
2019
Q4 		$229 Sell
8,072
-34
-0.4% -$964 0.02% 151
2019
Q3 		$230K Sell
8,106
-78
-1% -$2.21K 0.11% 141
2019
Q2 		$230 Sell
8,184
-310
-4% -$8.58K 0.01% 159
2019
Q1 		$234K Sell
8,494
-200
-2% -$5.4K 0.09% 144
2018
Q4 		$231 Sell
8,694
-6
-0.1% -$160 0.02% 135
2018
Q3 		$232K Buy
8,700
+30
+0.3% +$817 0.1% 144
2018
Q2 		$238 Buy
8,670
+258
+3% +$7.04K 0.02% 142
2018
Q1 		$231K Buy
8,412
+286
+4% +$7.82K 0.12% 146
2017
Q4 		$225K Sell
8,126
-82
-1% -$2.27K 0.11% 156
2017
Q3 		$227K Buy
8,208
+16
+0.2% +$443 0.12% 146
2017
Q2 		$226K Sell
8,192
-9,900
-55% -$275K 0.13% 145
2017
Q1 		$5.02K Buy
18,092
+9,940
+122% +$274K 2.22% 7
2016
Q4 		$224K Buy
8,152
+416
+5% +$11.6K 0.14% 135
2016
Q3 		$221K Buy
7,736
+402
+5% +$11.4K 0.14% 138
2016
Q2 		$207K Buy
+7,334
New +$204K 0.13% 140

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $5.57B AUM 23.85% 1-Year Est. Return

Newman Dignan & Sheerar Inc's SCHP Position: Q2 2023 in Review

Newman Dignan & Sheerar Inc sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 7,524 shares — an estimated $202K sold.

Newman Dignan & Sheerar Inc first reported a position in SCHP in Q2 2016 and held it in 28 quarters. The position peaked at $334K in Q4 2021. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Newman Dignan & Sheerar Inc reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 7,524 Schwab US TIPS ETF shares in Q2 2023, an estimated $202K.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US TIPS ETF in Q2 2016 and held it in 28 quarters.
  • Newman Dignan & Sheerar Inc's Schwab US TIPS ETF position peaked at $334K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2023, filed 2 Aug 2023.