Planning Directions’s Schwab US TIPS ETF SCHP Stock Holding History

Planning Directions’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 Q3	–	Sell	-12,768	Closed	-$335K	–	68
2023 Q2	$335K	Sell	12,768 -7,124	-36%	-$189K	0.24%	46
2023 Q1	$533K	Sell	19,892 -7,830	-28%	-$206K	0.4%	36
2022 Q4	$718K	Sell	27,722 -30,564	-52%	-$800K	0.55%	31
2022 Q3	$1.51M	Buy	58,286 +1,666	+3%	+$46.3K	1.22%	17
2022 Q2	$1.58M	Buy	56,620 +5,802	+11%	+$168K	1.21%	18
2022 Q1	$1.54M	Buy	50,818 +3,840	+8%	+$118K	1.08%	23
2021 Q4	$1.48M	Buy	46,978 +15,392	+49%	+$485K	0.98%	25
2021 Q3	$988K	Buy	31,586 +8,056	+34%	+$254K	0.72%	25
2021 Q2	$735K	Buy	+23,530	New	+$730K	0.54%	29

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Planning Directions's SCHP Position: Q3 2023 in Review

Planning Directions sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 12,768 shares — an estimated $335K sold.

Planning Directions first reported a position in SCHP in Q2 2021 and held it in 9 quarters. The position peaked at $1.58M in Q2 2022. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

Planning Directions reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
Planning Directions sold 12,768 Schwab US TIPS ETF shares in Q3 2023, an estimated $335K.
Planning Directions first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 9 quarters.
Planning Directions's Schwab US TIPS ETF position peaked at $1.58M in Q2 2022.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Planning Directions's 13F filing for Q3 2023, filed 27 Oct 2023.