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Successful Portfolios’s Schwab US TIPS ETF SCHP Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-11,742
Closed -$315K – 181
2023
Q1 		$315K Sell
11,742
-1,270
-10% -$33.4K 0.2% 131
2022
Q4 		$337K Sell
13,012
-2,988
-19% -$78.2K 0.22% 119
2022
Q3 		$414K Sell
16,000
-2,426
-13% -$67.4K 0.3% 85
2022
Q2 		$514K Sell
18,426
-196
-1% -$5.69K 0.35% 75
2022
Q1 		$565K Sell
18,622
-354
-2% -$10.9K 0.32% 78
2021
Q4 		$597K Sell
18,976
-1,040
-5% -$32.7K 0.32% 76
2021
Q3 		$626K Sell
20,016
-264
-1% -$8.33K 0.37% 65
2021
Q2 		$634K Buy
20,280
+78
+0.4% +$2.42K 0.38% 66
2021
Q1 		$618K Buy
20,202
+418
+2% +$12.9K 0.41% 65
2020
Q4 		$614K Sell
19,784
-680
-3% -$20.9K 0.44% 61
2020
Q3 		$631K Sell
20,464
-38
-0.2% -$1.16K 0.5% 54
2020
Q2 		$615K Sell
20,502
-540
-3% -$16K 0.54% 53
2020
Q1 		$605K Sell
21,042
-9,574
-31% -$274K 0.61% 45
2019
Q4 		$867K Sell
30,616
-6,072
-17% -$172K 0.77% 35
2019
Q3 		$1.04M Buy
36,688
+2,062
+6% +$58.4K 0.98% 25
2019
Q2 		$975K Buy
34,626
+628
+2% +$17.4K 1.05% 24
2019
Q1 		$935K Buy
33,998
+774
+2% +$20.9K 1.02% 27
2018
Q4 		$885K Buy
33,224
+1,118
+3% +$29.7K 1.13% 23
2018
Q3 		$866K Sell
32,106
-1,084
-3% -$29.5K 0.94% 28
2018
Q2 		$911K Buy
33,190
+2,410
+8% +$65.8K 1.06% 23
2018
Q1 		$845K Buy
30,780
+7,200
+31% +$197K 1.03% 30
2017
Q4 		$654K Buy
+23,580
New +$652K 0.81% 36

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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Successful Portfolios's SCHP Position: Q2 2023 in Review

Successful Portfolios sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 11,742 shares — an estimated $315K sold.

Successful Portfolios first reported a position in SCHP in Q4 2017 and held it in 22 quarters. The position peaked at $1.04M in Q3 2019. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

  • Successful Portfolios reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 11,742 Schwab US TIPS ETF shares in Q2 2023, an estimated $315K.
  • Successful Portfolios first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 22 quarters.
  • Successful Portfolios's Schwab US TIPS ETF position peaked at $1.04M in Q3 2019.
  • 651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.