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Redwood Financial Network’s Schwab US TIPS ETF SCHP Stock Holding History

Redwood Financial Network’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
-8,916
Closed -$231K – 144
2022
Q3 		$231K Sell
8,916
-22
-0.2% -$612 0.26% 113
2022
Q2 		$249K Buy
8,938
+40
+0.4% +$1.16K 0.27% 113
2022
Q1 		$270K Buy
+8,898
New +$273K 0.25% 116

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 $1.56T AUM 27.86% 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 $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Redwood Financial Network's SCHP Position: Q4 2022 in Review

Redwood Financial Network sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 8,916 shares — an estimated $231K sold.

Redwood Financial Network first reported a position in SCHP in Q1 2022 and held it in 3 quarters. The position peaked at $270K in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Redwood Financial Network reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Redwood Financial Network sold 8,916 Schwab US TIPS ETF shares in Q4 2022, an estimated $231K.
  • Redwood Financial Network first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 3 quarters.
  • Redwood Financial Network's Schwab US TIPS ETF position peaked at $270K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

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