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One Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

One Wealth Advisors’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
-40,520
Closed -$1.05M – 521
2022
Q4 		$1.05M Buy
+40,520
New +$1.06M 0.24% 62
2022
Q3 		– Sell
-213,644
Closed -$5.96M – 206
2022
Q2 		$5.96M Buy
213,644
+80,248
+60% +$2.33M 1.6% 15
2022
Q1 		$4.05M Sell
133,396
-65,246
-33% -$2M 0.99% 22
2021
Q4 		$6.25M Buy
198,642
+130,882
+193% +$4.12M 1.58% 16
2021
Q3 		$2.12M Buy
+67,760
New +$2.14M 0.62% 32

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $761B AUM 31.28% 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 $5.42B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return