Regimen Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Regimen Wealth’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 Q1	–	Sell	-56,100	Closed	-$1.45M	–	71
2022 Q4	$1.45M	Buy	+56,100	New	+$1.47M	0.97%	17

Other funds holding SCHP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 $41.9B AUM 18.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Regimen Wealth's SCHP Position: Q1 2023 in Review

Regimen Wealth sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 56,100 shares — an estimated $1.45M sold.

Regimen Wealth first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $1.45M in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Regimen Wealth reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Regimen Wealth sold 56,100 Schwab US TIPS ETF shares in Q1 2023, an estimated $1.45M.
Regimen Wealth first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
Regimen Wealth's Schwab US TIPS ETF position peaked at $1.45M in Q4 2022.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Regimen Wealth's 13F filing for Q1 2023, filed 5 May 2023.