Rise Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Rise 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
2022 Q3	–	Sell	-736	Closed	-$21K	–	739
2022 Q2	$21K	Buy	+736	New	+$21.4K	0.02%	233

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Rise Advisors's SCHP Position: Q3 2022 in Review

Rise Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 736 shares — an estimated $21K sold.

Rise Advisors first reported a position in SCHP in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

Rise Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
Rise Advisors sold 736 Schwab US TIPS ETF shares in Q3 2022, an estimated $21K.
Rise Advisors first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 1 quarter.
Rise Advisors's Schwab US TIPS ETF position peaked at $21K in Q2 2022.
694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Rise Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.