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Petix & Botte Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-16,724
Closed -$436K – 147
2024
Q1 		$436K Buy
+16,724
New +$434K 0.11% 97

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Petix & Botte Financial's SCHP Position: Q2 2024 in Review

Petix & Botte Financial sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 16,724 shares — an estimated $436K sold.

Petix & Botte Financial first reported a position in SCHP in Q1 2024 and held it in 1 quarter. The position peaked at $436K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Petix & Botte Financial reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 16,724 Schwab US TIPS ETF shares in Q2 2024, an estimated $436K.
  • Petix & Botte Financial first reported a position in Schwab US TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's Schwab US TIPS ETF position peaked at $436K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.