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Secure Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Secure Asset 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
-8,930
Closed -$231K – 206
2022
Q4 		$231K Sell
8,930
-732
-8% -$19.1K 0.08% 174
2022
Q3 		$250K Hold
9,662
– – 0.14% 120
2022
Q2 		$270K Hold
9,662
– – 0.15% 123
2022
Q1 		$293K Buy
+9,662
New +$296K 0.13% 144

Other funds holding SCHP

JP Morgan Chase
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
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

Secure Asset Management's SCHP Position: Q1 2023 in Review

Secure Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,930 shares — an estimated $231K sold.

Secure Asset Management first reported a position in SCHP in Q1 2022 and held it in 4 quarters. The position peaked at $293K in Q1 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Secure Asset Management reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Secure Asset Management sold 8,930 Schwab US TIPS ETF shares in Q1 2023, an estimated $231K.
  • Secure Asset Management first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 4 quarters.
  • Secure Asset Management's Schwab US TIPS ETF position peaked at $293K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.