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Steward Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Steward Financial Group’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
-270
Closed -$7K – 1090
2022
Q2 		$7K Buy
+270
New +$7.84K 0.01% 295

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PCA
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Temasek Holdings
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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

Steward Financial Group's SCHP Position: Q3 2022 in Review

Steward Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 270 shares — an estimated $7K sold.

Steward Financial Group first reported a position in SCHP in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Steward Financial Group reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 270 Schwab US TIPS ETF shares in Q3 2022, an estimated $7K.
  • Steward Financial Group first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's Schwab US TIPS ETF position peaked at $7K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.