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Romano Brothers & Co’s Schwab US TIPS ETF SCHP Stock Holding History

Romano Brothers & Co’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
-224
Closed -$5.8K – 844
2022
Q4 		$5.8K Buy
+224
New +$5.86K ﹤0.01% 815

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CSIA
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Romano Brothers & Co's SCHP Position: Q1 2023 in Review

Romano Brothers & Co sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 224 shares — an estimated $5.8K sold.

Romano Brothers & Co first reported a position in SCHP in Q4 2022 and held it in 1 quarter. The position peaked at $5.8K in Q4 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Romano Brothers & Co reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 224 Schwab US TIPS ETF shares in Q1 2023, an estimated $5.8K.
  • Romano Brothers & Co first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Schwab US TIPS ETF position peaked at $5.8K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.