Souders Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Souders Financial Advisors’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 Q4	–	Sell	-273,246	Closed	-$6.9M	–	157
2023 Q3	$6.9M	Buy	273,246 +25,584	+10%	+$659K	1.32%	20
2023 Q2	$6.49M	Buy	247,662 +9,342	+4%	+$248K	1.24%	22
2023 Q1	$6.39M	Buy	238,320 +17,650	+8%	+$464K	1.36%	19
2022 Q4	$5.71M	Buy	220,670 +17,342	+9%	+$454K	1.31%	21
2022 Q3	$5.27M	Buy	203,328 +10,650	+6%	+$296K	1.43%	16
2022 Q2	$5.38M	Buy	192,678 +6,578	+4%	+$191K	1.55%	15
2022 Q1	$5.65M	Buy	186,100 +7,702	+4%	+$236K	1.63%	13
2021 Q4	$5.61M	Buy	178,398 +1,440	+0.8%	+$45.3K	1.61%	13
2021 Q3	$5.54M	Buy	176,958 +3,866	+2%	+$122K	1.79%	12
2021 Q2	$5.41M	Buy	173,092 +162,914	+1,601%	+$5.05M	1.82%	11
2021 Q1	$311K	Buy	+10,178	New	+$314K	0.12%	102

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Souders Financial Advisors's SCHP Position: Q4 2023 in Review

Souders Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 273,246 shares — an estimated $6.9M sold.

Souders Financial Advisors first reported a position in SCHP in Q1 2021 and held it in 11 quarters. The position peaked at $6.9M in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Souders Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Souders Financial Advisors sold 273,246 Schwab US TIPS ETF shares in Q4 2023, an estimated $6.9M.
Souders Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 11 quarters.
Souders Financial Advisors's Schwab US TIPS ETF position peaked at $6.9M in Q3 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Souders Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.