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

PBMares 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
2024
Q1 		– Sell
-7,674
Closed -$200K – 185
2023
Q4 		$200K Buy
+7,674
New +$195K 0.06% 169
2023
Q3 		– Sell
-7,674
Closed -$201K – 169
2023
Q2 		$201K Hold
7,674
– – 0.07% 163
2023
Q1 		$206K Buy
+7,674
New +$202K 0.08% 165
2022
Q3 		– Sell
-7,674
Closed -$214K – 161
2022
Q2 		$214K Sell
7,674
-4,768
-38% -$138K 0.09% 145
2022
Q1 		$378K Hold
12,442
– – 0.23% 103
2021
Q4 		$391K Buy
12,442
+1,264
+11% +$39.8K 0.17% 106
2021
Q3 		$350K Buy
+11,178
New +$353K 0.17% 110

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PBMares Wealth Management's SCHP Position: Q1 2024 in Review

PBMares Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2024, closing a stake of 7,674 shares — an estimated $200K sold.

PBMares Wealth Management first reported a position in SCHP in Q3 2021 and held it in 7 quarters. The position peaked at $391K in Q4 2021. 646 funds tracked by Wall St. Rank hold SCHP as of Q1 2024.

  • PBMares Wealth Management reported no remaining Schwab US TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • PBMares Wealth Management sold 7,674 Schwab US TIPS ETF shares in Q1 2024, an estimated $200K.
  • PBMares Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 7 quarters.
  • PBMares Wealth Management's Schwab US TIPS ETF position peaked at $391K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2024.

Based on PBMares Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.