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Selective Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Selective Wealth 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
2022
Q4 		$285K Sell
10,794
-11,850
-52% -$310K 0.15% 88
2022
Q3 		$586K Sell
22,644
-3,132
-12% -$87.1K 0.25% 53
2022
Q2 		$719K Buy
25,776
+7,150
+38% +$208K 0.26% 58
2022
Q1 		$565K Buy
18,626
+17,688
+1,886% +$542K 0.2% 58
2021
Q4 		$29K Buy
938
+8
+0.9% +$252 0.01% 358
2021
Q3 		$29K Sell
930
-64
-6% -$2.02K 0.02% 327
2021
Q2 		$31K Sell
994
-36
-3% -$1.12K 0.02% 238
2021
Q1 		$31K Sell
1,030
-170
-14% -$5.24K 0.03% 161
2020
Q4 		$37K Buy
1,200
+6
+0.5% +$184 0.02% 131
2020
Q3 		$37K Sell
1,194
-1,320
-53% -$40.4K 0.03% 115
2020
Q2 		$76K Hold
2,514
– – 0.06% 87
2020
Q1 		$72K Buy
2,514
+202
+9% +$5.78K 0.11% 51
2019
Q4 		$65K Buy
2,312
+4
+0.2% +$113 0.08% 63
2019
Q3 		$65K Buy
+2,308
New +$65.4K 0.09% 67

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

Selective Wealth Management's SCHP Position: Q4 2022 in Review

Selective Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 52% in Q4 2022, selling an estimated $310K and leaving 10,794 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #88.

Selective Wealth Management first reported a position in SCHP in Q3 2019 and has held it in 14 quarters since. The position peaked at $719K in Q2 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Selective Wealth Management held 10,794 shares of Schwab US TIPS ETF worth $285K as of Q4 2022.
  • Selective Wealth Management sold 11,850 Schwab US TIPS ETF shares in Q4 2022, an estimated $310K.
  • Schwab US TIPS ETF made up 0.15% of Selective Wealth Management's portfolio in Q4 2022, its #88 holding.
  • Selective Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 14 quarters since.
  • Selective Wealth Management's Schwab US TIPS ETF position peaked at $719K in Q2 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.