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

Professional 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
-1,710
Closed -$44K – 375
2022
Q3 		$44K Sell
1,710
-558
-25% -$15.5K 0.03% 152
2022
Q2 		$63K Buy
2,268
+324
+17% +$9.4K 0.04% 133
2022
Q1 		$59K Buy
+1,944
New +$59.6K 0.03% 129

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 $1.81T AUM 41.13% 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 $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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

Professional Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 1,710 shares — an estimated $44K sold.

Professional Financial Advisors first reported a position in SCHP in Q1 2022 and held it in 3 quarters. The position peaked at $63K in Q2 2022. 696 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Professional Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,710 Schwab US TIPS ETF shares in Q4 2022, an estimated $44K.
  • Professional Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 3 quarters.
  • Professional Financial Advisors's Schwab US TIPS ETF position peaked at $63K in Q2 2022.
  • 696 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.