Spectrum Planning & Advisory Services’s Schwab US TIPS ETF SCHP Stock Holding History

Spectrum Planning & Advisory Services’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	-8,832	Closed	-$229K	–	45
2022 Q4	$229K	Sell	8,832 -62,050	-88%	-$1.62M	0.31%	34
2022 Q3	$1.84M	Sell	70,882 -16,548	-19%	-$460K	1.86%	13
2022 Q2	$2.44M	Buy	87,430 +23,332	+36%	+$677K	2.54%	12
2022 Q1	$1.95M	Sell	64,098 -45,560	-42%	-$1.4M	1.78%	14
2021 Q4	$3.45M	Buy	109,658 +59,908	+120%	+$1.89M	3.13%	11
2021 Q3	$1.56M	Buy	+49,750	New	+$1.57M	1.53%	20

Other funds holding SCHP

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Spectrum Planning & Advisory Services's SCHP Position: Q1 2023 in Review

Spectrum Planning & Advisory Services sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,832 shares — an estimated $229K sold.

Spectrum Planning & Advisory Services first reported a position in SCHP in Q3 2021 and held it in 6 quarters. The position peaked at $3.45M in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Spectrum Planning & Advisory Services reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 8,832 Schwab US TIPS ETF shares in Q1 2023, an estimated $229K.
Spectrum Planning & Advisory Services first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 6 quarters.
Spectrum Planning & Advisory Services's Schwab US TIPS ETF position peaked at $3.45M in Q4 2021.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2023, filed 18 Apr 2023.