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Peak Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Peak Financial Advisors’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
Q4 		– Sell
-11,182
Closed -$290K – 75
2022
Q3 		$290K Buy
11,182
+68
+0.6% +$1.89K 0.36% 46
2022
Q2 		$310K Buy
11,114
+2,402
+28% +$69.7K 0.31% 59
2022
Q1 		$264K Sell
8,712
-277,400
-97% -$8.51M 0.23% 68
2021
Q4 		$9M Sell
286,112
-28,856
-9% -$909K 6.94% 2
2021
Q3 		$9.86M Buy
+314,968
New +$9.94M 8.67% 1

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Peak Financial Advisors's SCHP Position: Q4 2022 in Review

Peak Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 11,182 shares — an estimated $290K sold.

Peak Financial Advisors first reported a position in SCHP in Q3 2021 and held it in 5 quarters. The position peaked at $9.86M in Q3 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Peak Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 11,182 Schwab US TIPS ETF shares in Q4 2022, an estimated $290K.
  • Peak Financial Advisors first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 5 quarters.
  • Peak Financial Advisors's Schwab US TIPS ETF position peaked at $9.86M in Q3 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.