PWM
SCHP icon

Paulson Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Paulson Wealth Management’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
Q2 		– Sell
-7,758
Closed -$235K – 84
2022
Q1 		$235K Sell
7,758
-3,244
-29% -$99.5K 0.11% 72
2021
Q4 		$346K Sell
11,002
-23,616
-68% -$744K 0.15% 60
2021
Q3 		$1.08M Sell
34,618
-212,974
-86% -$6.72M 0.51% 24
2021
Q2 		$7.74M Buy
247,592
+3,840
+2% +$119K 3.74% 8
2021
Q1 		$7.52M Buy
243,752
+58,874
+32% +$1.81M 3.73% 9
2020
Q4 		$5.74M Buy
+184,878
New +$5.68M 3.34% 8

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson Wealth Management's SCHP Position: Q2 2022 in Review

Paulson Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 7,758 shares — an estimated $235K sold.

Paulson Wealth Management first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $7.74M in Q2 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Paulson Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 7,758 Schwab US TIPS ETF shares in Q2 2022, an estimated $235K.
  • Paulson Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
  • Paulson Wealth Management's Schwab US TIPS ETF position peaked at $7.74M in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Paulson Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.