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Onyx Bridge Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History

Onyx Bridge Wealth 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
2022
Q3 		– Sell
-40,244
Closed -$1.14M – 194
2022
Q2 		$1.14M Hold
40,244
– – 0.51% 27
2022
Q1 		$1.19M Buy
40,244
+898
+2% +$27.5K 0.45% 24
2021
Q4 		$1.23M Buy
39,346
+2,996
+8% +$94.3K 0.41% 27
2021
Q3 		$1.14M Buy
36,350
+15,850
+77% +$500K 0.43% 27
2021
Q2 		$647K Hold
20,500
– – 0.28% 38
2021
Q1 		$627K Hold
20,500
– – 0.31% 38
2020
Q4 		$636K Buy
+20,500
New +$630K 0.42% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Onyx Bridge Wealth Group's SCHP Position: Q3 2022 in Review

Onyx Bridge Wealth Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 40,244 shares — an estimated $1.14M sold.

Onyx Bridge Wealth Group first reported a position in SCHP in Q4 2020 and held it in 7 quarters. The position peaked at $1.23M in Q4 2021. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Onyx Bridge Wealth Group reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 40,244 Schwab US TIPS ETF shares in Q3 2022, an estimated $1.14M.
  • Onyx Bridge Wealth Group first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 7 quarters.
  • Onyx Bridge Wealth Group's Schwab US TIPS ETF position peaked at $1.23M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2022, filed 13 Oct 2022.