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Piershale Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Piershale Financial Group’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
Q2 		$8.6K Hold
328
– – 0.01% 127
2023
Q1 		$8.79K Sell
328
-60
-15% -$1.58K 0.01% 121
2022
Q4 		$10K Buy
+388
New +$10.2K 0.01% 112
2020
Q3 		– Sell
-7,184
Closed -$216K – 24
2020
Q2 		$216K Buy
+7,184
New +$213K 0.13% 19

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Piershale Financial Group's SCHP Position: Q2 2023 in Review

Piershale Financial Group held its Schwab US TIPS ETF (SCHP) position steady in Q2 2023 at 328 shares worth $8.6K. The position accounts for 0.01% of the portfolio, ranked #127.

Piershale Financial Group first reported a position in SCHP in Q2 2020 and has held it in 4 quarters since. The position peaked at $216K in Q2 2020. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Piershale Financial Group held 328 shares of Schwab US TIPS ETF worth $8.6K as of Q2 2023.
  • Piershale Financial Group left its Schwab US TIPS ETF share count unchanged in Q2 2023.
  • Schwab US TIPS ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #127 holding.
  • Piershale Financial Group first reported a position in Schwab US TIPS ETF in Q2 2020 and has held it in 4 quarters since.
  • Piershale Financial Group's Schwab US TIPS ETF position peaked at $216K in Q2 2020.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.