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Resolute Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Resolute Financial’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 		$361K Buy
13,944
+244
+2% +$6.38K 0.31% 77
2022
Q3 		$355K Sell
13,700
-4,752
-26% -$132K 0.34% 74
2022
Q2 		$515K Sell
18,452
-1,658
-8% -$48.1K 0.45% 52
2022
Q1 		$610K Buy
20,110
+8,658
+76% +$266K 0.5% 48
2021
Q4 		$360K Buy
+11,452
New +$361K 0.27% 80

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

Resolute Financial's SCHP Position: Q4 2022 in Review

Resolute Financial increased its Schwab US TIPS ETF (SCHP) stake by 1.8% in Q4 2022, buying an estimated $6.38K and bringing the position to 13,944 shares worth $361K. The position accounts for 0.31% of the portfolio, ranked #77.

Resolute Financial first reported a position in SCHP in Q4 2021 and has held it in 5 quarters since. The position peaked at $610K in Q1 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Resolute Financial held 13,944 shares of Schwab US TIPS ETF worth $361K as of Q4 2022.
  • Resolute Financial bought 244 Schwab US TIPS ETF shares in Q4 2022, an estimated $6.38K.
  • Schwab US TIPS ETF made up 0.31% of Resolute Financial's portfolio in Q4 2022, its #77 holding.
  • Resolute Financial first reported a position in Schwab US TIPS ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's Schwab US TIPS ETF position peaked at $610K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

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