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Stephens Consulting’s Schwab US TIPS ETF SCHP Stock Holding History

Stephens Consulting’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 		– Sell
-1,768
Closed -$45.8K – 548
2022
Q3 		$45.8K Buy
+1,768
New +$49.1K 0.04% 182

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QCM
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PCA
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Temasek Holdings
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Goldman Sachs
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Franklin Resources
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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

Stephens Consulting's SCHP Position: Q4 2022 in Review

Stephens Consulting sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 1,768 shares — an estimated $45.8K sold.

Stephens Consulting first reported a position in SCHP in Q3 2022 and held it in 1 quarter. The position peaked at $45.8K in Q3 2022. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Stephens Consulting reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 1,768 Schwab US TIPS ETF shares in Q4 2022, an estimated $45.8K.
  • Stephens Consulting first reported a position in Schwab US TIPS ETF in Q3 2022 and held it in 1 quarter.
  • Stephens Consulting's Schwab US TIPS ETF position peaked at $45.8K in Q3 2022.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.