Owen LaRue’s Schwab US TIPS ETF SCHP Stock Holding History

Owen LaRue’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	-12,942	Closed	-$336K	–	87
2023 Q1	$336K	Hold	12,942	–	–	0.36%	48
2022 Q4	$336K	Buy	+12,942	New	+$339K	0.36%	48

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Owen LaRue's SCHP Position: Q2 2023 in Review

Owen LaRue sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 12,942 shares — an estimated $336K sold.

Owen LaRue first reported a position in SCHP in Q4 2022 and held it in 2 quarters. The position peaked at $336K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Owen LaRue reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Owen LaRue sold 12,942 Schwab US TIPS ETF shares in Q2 2023, an estimated $336K.
Owen LaRue first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 2 quarters.
Owen LaRue's Schwab US TIPS ETF position peaked at $336K in Q1 2023.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.