Ogorek Anthony Joseph’s Schwab US TIPS ETF SCHP Stock Holding History

Ogorek Anthony Joseph’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 Q1	–	Sell	-446	Closed	-$11K	–	277
2022 Q4	$11K	Buy	446 +10	+2%	+$262	﹤0.01%	156
2022 Q3	$11K	Buy	436 +8	+2%	+$222	0.01%	148
2022 Q2	$11K	Buy	428 +10	+2%	+$290	0.01%	152
2022 Q1	$12K	Buy	418 +2	+0.5%	+$61	﹤0.01%	166
2021 Q4	$13K	Buy	416 +6	+1%	+$189	0.01%	165
2021 Q3	$12K	Buy	410 +8	+2%	+$252	0.01%	163
2021 Q2	$12K	Buy	402 +2	+0.5%	+$62	0.01%	153
2021 Q1	$12K	Buy	+400	New	+$12.3K	0.01%	142

Other funds holding SCHP

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

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

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

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

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

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

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

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

Ogorek Anthony Joseph's SCHP Position: Q1 2023 in Review

Ogorek Anthony Joseph sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 446 shares — an estimated $11K sold.

Ogorek Anthony Joseph first reported a position in SCHP in Q1 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Ogorek Anthony Joseph reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Ogorek Anthony Joseph sold 446 Schwab US TIPS ETF shares in Q1 2023, an estimated $11K.
Ogorek Anthony Joseph first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 8 quarters.
Ogorek Anthony Joseph's Schwab US TIPS ETF position peaked at $13K in Q4 2021.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2023, filed 3 May 2023.