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Reitz Capital Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Reitz Capital 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
2023
Q3 		– Sell
-661,620
Closed -$24M – 68
2023
Q2 		$24M Buy
661,620
+509,632
+335% +$13.5M 21.92% 1
2023
Q1 		$4.07M Sell
151,988
-108,078
-42% -$2.84M 3.76% 8
2022
Q4 		$6.73M Sell
260,066
-119,130
-31% -$3.12M 6.41% 4
2022
Q3 		$9.82M Buy
379,196
+9,398
+3% +$261K 9.01% 3
2022
Q2 		$10.3M Buy
369,798
+40,550
+12% +$1.18M 9.24% 3
2022
Q1 		$9.99M Buy
329,248
+236,660
+256% +$7.26M 7.25% 4
2021
Q4 		$2.89M Sell
92,588
-85,204
-48% -$2.68M 2.04% 13
2021
Q3 		$5.56M Buy
177,792
+85,204
+92% +$2.69M 4.17% 8
2021
Q2 		$2.89M Buy
92,588
+35,438
+62% +$1.1M 2.04% 13
2021
Q1 		$1.75M Buy
+57,150
New +$1.76M 1.29% 15
2020
Q1 		– Sell
-21,002
Closed -$595K – 42
2019
Q4 		$595K Sell
21,002
-150
-0.7% -$4.25K 0.64% 23
2019
Q3 		$600K Buy
21,152
+1,520
+8% +$43.1K 0.68% 23
2019
Q2 		$553K Buy
19,632
+850
+5% +$23.5K 0.62% 24
2019
Q1 		$517K Buy
18,782
+6,322
+51% +$171K 0.6% 26
2018
Q4 		$332K Buy
+12,460
New +$331K 0.4% 33

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 $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return