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Signet Financial Management’s Schwab US TIPS ETF SCHP Stock Holding History

Signet Financial 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
Q3 		– Sell
-9,970
Closed -$278K – 257
2022
Q2 		$278K Buy
+9,970
New +$289K 0.05% 216
2022
Q1 		– Sell
-3,818
Closed -$120K – 1135
2021
Q4 		$120K Buy
+3,818
New +$120K 0.02% 307
2018
Q4 		– Sell
-184
Closed -$5K – 718
2018
Q3 		$5K Hold
184
– – ﹤0.01% 776
2018
Q2 		$5K Hold
184
– – ﹤0.01% 719
2018
Q1 		$5K Buy
+184
New +$5.03K ﹤0.01% 671

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
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
Temasek Holdings Singapore $30.5B AUM 13.98% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Signet Financial Management's SCHP Position: Q3 2022 in Review

Signet Financial Management sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 9,970 shares — an estimated $278K sold.

Signet Financial Management first reported a position in SCHP in Q1 2018 and held it in 5 quarters. The position peaked at $278K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Signet Financial Management reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Signet Financial Management sold 9,970 Schwab US TIPS ETF shares in Q3 2022, an estimated $278K.
  • Signet Financial Management first reported a position in Schwab US TIPS ETF in Q1 2018 and held it in 5 quarters.
  • Signet Financial Management's Schwab US TIPS ETF position peaked at $278K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Signet Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.