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TCWP’s Schwab US TIPS ETF SCHP Stock Holding History

TCWP’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
-18,682
Closed -$484K – 279
2022
Q4 		$484K Sell
18,682
-141,760
-88% -$3.71M 0.1% 145
2022
Q3 		$4.16M Sell
160,442
-73,080
-31% -$2.03M 0.88% 33
2022
Q2 		$6.51M Buy
233,522
+116,104
+99% +$3.37M 1.39% 13
2022
Q1 		$3.56M Sell
117,418
-15,560
-12% -$477K 0.65% 35
2021
Q4 		$4.18M Buy
+132,978
New +$4.19M 0.83% 39

Other funds holding SCHP

JP Morgan Chase
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

TCWP's SCHP Position: Q1 2023 in Review

TCWP sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 18,682 shares — an estimated $484K sold.

TCWP first reported a position in SCHP in Q4 2021 and held it in 5 quarters. The position peaked at $6.51M in Q2 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • TCWP reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • TCWP sold 18,682 Schwab US TIPS ETF shares in Q1 2023, an estimated $484K.
  • TCWP first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 5 quarters.
  • TCWP's Schwab US TIPS ETF position peaked at $6.51M in Q2 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.