Simplicity Solutions’s Schwab US TIPS ETF SCHP Stock Holding History

Simplicity Solutions’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	-16,072	Closed	-$448K	–	698
2022 Q2	$448K	Sell	16,072 -47,674	-75%	-$1.38M	0.06%	324
2022 Q1	$1.94M	Buy	+63,746	New	+$1.95M	0.24%	96
2021 Q1	–	Sell	-479,384	Closed	-$14.9M	–	889
2020 Q4	$14.9M	Sell	479,384 -168,400	-26%	-$5.17M	0.22%	100
2020 Q3	$20M	Buy	647,784 +60,636	+10%	+$1.86M	0.37%	56
2020 Q2	$17.6M	Buy	587,148 +379,702	+183%	+$11.2M	0.35%	66
2020 Q1	$5.96M	Sell	207,446 -159,676	-43%	-$4.57M	0.18%	100
2019 Q4	$10.4M	Buy	367,122 +129,502	+54%	+$3.67M	0.32%	59
2019 Q3	$6.74M	Buy	+237,620	New	+$6.73M	0.27%	59
2017 Q3	–	Sell	-49,606	Closed	-$1.37M	–	346
2017 Q2	$1.37M	Buy	+49,606	New	+$1.38M	0.16%	106

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 New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Simplicity Solutions's SCHP Position: Q3 2022 in Review

Simplicity Solutions sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 16,072 shares — an estimated $448K sold.

Simplicity Solutions first reported a position in SCHP in Q2 2017 and held it in 9 quarters. The position peaked at $20M in Q3 2020. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

Simplicity Solutions reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
Simplicity Solutions sold 16,072 Schwab US TIPS ETF shares in Q3 2022, an estimated $448K.
Simplicity Solutions first reported a position in Schwab US TIPS ETF in Q2 2017 and held it in 9 quarters.
Simplicity Solutions's Schwab US TIPS ETF position peaked at $20M in Q3 2020.
693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Simplicity Solutions's 13F filing for Q3 2022, filed 12 Oct 2022.