P.J. Schmidt Investment Management (PJS)’s Schwab US TIPS ETF SCHP Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-8,550	Closed	-$221K	–	184
2022 Q4	$221K	Sell	8,550 -14,566	-63%	-$381K	0.05%	159
2022 Q3	$599K	Sell	23,116 -3,000	-11%	-$83.4K	0.14%	94
2022 Q2	$738K	Sell	26,116 -1,120	-4%	-$32.5K	0.16%	88
2022 Q1	$805K	Buy	27,236 +2,156	+9%	+$66.1K	0.18%	91
2021 Q4	$773K	Buy	25,080 +3,760	+18%	+$118K	0.15%	98
2021 Q3	$676K	Hold	21,320	–	–	0.13%	105
2021 Q2	$676K	Sell	21,320 -324	-1%	-$10K	0.14%	106
2021 Q1	$670K	Buy	21,644 +2,958	+16%	+$91.1K	0.14%	105
2020 Q4	$582K	Hold	18,686	–	–	0.13%	102
2020 Q3	$575K	Buy	+18,686	New	+$572K	0.14%	96

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

P.J. Schmidt Investment Management (PJS)'s SCHP Position: Q1 2023 in Review

P.J. Schmidt Investment Management (PJS) sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,550 shares — an estimated $221K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in SCHP in Q3 2020 and held it in 10 quarters. The position peaked at $805K in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

P.J. Schmidt Investment Management (PJS) reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 8,550 Schwab US TIPS ETF shares in Q1 2023, an estimated $221K.
P.J. Schmidt Investment Management (PJS) first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 10 quarters.
P.J. Schmidt Investment Management (PJS)'s Schwab US TIPS ETF position peaked at $805K in Q1 2022.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2023, filed 28 Apr 2023.