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

Range 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 		– Sell
-8,492
Closed -$228K – 179
2023
Q1 		$228K Sell
8,492
-8,078
-49% -$213K 0.15% 142
2022
Q4 		$429K Sell
16,570
-4,662
-22% -$122K 0.29% 125
2022
Q3 		$550K Sell
21,232
-2,624
-11% -$72.9K 0.43% 102
2022
Q2 		$666K Buy
23,856
+10,824
+83% +$314K 0.48% 90
2022
Q1 		$396K Buy
13,032
+644
+5% +$19.8K 0.25% 124
2021
Q4 		$390K Buy
12,388
+2,890
+30% +$91K 0.26% 116
2021
Q3 		$297K Buy
+9,498
New +$300K 0.21% 132

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

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

Range Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 8,492 shares — an estimated $228K sold.

Range Financial Group first reported a position in SCHP in Q3 2021 and held it in 7 quarters. The position peaked at $666K in Q2 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Range Financial Group reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Range Financial Group sold 8,492 Schwab US TIPS ETF shares in Q2 2023, an estimated $228K.
  • Range Financial Group first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 7 quarters.
  • Range Financial Group's Schwab US TIPS ETF position peaked at $666K in Q2 2022.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Range Financial Group's 13F filing for Q2 2023, filed 19 Jul 2023.