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Thrive Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Thrive Wealth Management’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
Q2 		– Sell
-11,610
Closed -$352K – 158
2022
Q1 		$352K Buy
+11,610
New +$356K 0.1% 113

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Temasek Holdings
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Franklin Resources
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrive Wealth Management's SCHP Position: Q2 2022 in Review

Thrive Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 11,610 shares — an estimated $352K sold.

Thrive Wealth Management first reported a position in SCHP in Q1 2022 and held it in 1 quarter. The position peaked at $352K in Q1 2022. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

  • Thrive Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 11,610 Schwab US TIPS ETF shares in Q2 2022, an estimated $352K.
  • Thrive Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 1 quarter.
  • Thrive Wealth Management's Schwab US TIPS ETF position peaked at $352K in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Thrive Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.