PrairieView Partners’s Schwab US TIPS ETF SCHP Stock Holding History

PrairieView Partners’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	-1,352	Closed	-$35K	–	460
2023 Q2	$35K	Hold	1,352	–	–	﹤0.01%	223
2023 Q1	$36K	Sell	1,352 -2	-0.1%	-$53	﹤0.01%	210
2022 Q4	$35K	Buy	1,354 +2	+0.1%	+$52	0.01%	222
2022 Q3	$35K	Hold	1,352	–	–	0.01%	202
2022 Q2	$38K	Hold	1,352	–	–	0.01%	214
2022 Q1	$41K	Buy	+1,352	New	+$41.5K	0.01%	221

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

PrairieView Partners's SCHP Position: Q3 2023 in Review

PrairieView Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 1,352 shares — an estimated $35K sold.

PrairieView Partners first reported a position in SCHP in Q1 2022 and held it in 6 quarters. The position peaked at $41K in Q1 2022. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

PrairieView Partners reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 1,352 Schwab US TIPS ETF shares in Q3 2023, an estimated $35K.
PrairieView Partners first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's Schwab US TIPS ETF position peaked at $41K in Q1 2022.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.