ODG
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O'Dell Group’s Schwab US TIPS ETF SCHP Stock Holding History

O'Dell 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
Q3 		– Sell
-506
Closed -$13.3K – 399
2023
Q2 		$13.3K Buy
+506
New +$13.4K ﹤0.01% 316
2022
Q4 		– Sell
-432
Closed -$11K – 334
2022
Q3 		$11K Sell
432
-2,148
-83% -$59.7K ﹤0.01% 287
2022
Q2 		$72K Sell
2,580
-417,410
-99% -$12.1M 0.03% 130
2022
Q1 		$12.7M Buy
419,990
+11,332
+3% +$348K 3.76% 13
2021
Q4 		$12.8M Buy
408,658
+21,714
+6% +$684K 3.74% 13
2021
Q3 		$12.1M Buy
386,944
+23,190
+6% +$732K 3.83% 13
2021
Q2 		$11.4M Buy
363,754
+29,802
+9% +$924K 3.6% 14
2021
Q1 		$10.2M Buy
+333,952
New +$10.3M 3.58% 14

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