Royal Fund Management’s Schwab US TIPS ETF SCHP Stock Holding History

Royal Fund Management’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	-83,320	Closed	-$2.16M	–	286
2022 Q4	$2.16M	Sell	83,320 -44,772	-35%	-$1.17M	0.34%	91
2022 Q3	$3.32M	Buy	+128,092	New	+$3.56M	0.6%	64
2020 Q1	–	Sell	-24	Closed	–	–	709
2019 Q4	$0	Buy	+24	New	+$680	﹤0.01%	692
2019 Q2	–	Sell	-78	Closed	-$2K	–	645
2019 Q1	$2K	Buy	78 +8	+11%	+$216	﹤0.01%	517
2018 Q4	$1K	Buy	+70	New	+$1.86K	﹤0.01%	548

Other funds holding SCHP

JP Morgan Chase New York $1.56T AUM 27.86% 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 $38.5B AUM 18.4% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Fund Management's SCHP Position: Q1 2023 in Review

Royal Fund Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 83,320 shares — an estimated $2.16M sold.

Royal Fund Management first reported a position in SCHP in Q4 2018 and held it in 5 quarters. The position peaked at $3.32M in Q3 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Royal Fund Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Royal Fund Management sold 83,320 Schwab US TIPS ETF shares in Q1 2023, an estimated $2.16M.
Royal Fund Management first reported a position in Schwab US TIPS ETF in Q4 2018 and held it in 5 quarters.
Royal Fund Management's Schwab US TIPS ETF position peaked at $3.32M in Q3 2022.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Royal Fund Management's 13F filing for Q1 2023, filed 10 Apr 2023.