Tidemark’s Schwab US TIPS ETF SCHP Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-754	Closed	-$19.7K	–	708
2024 Q1	$19.7K	Sell	754 -22,570	-97%	-$586K	0.01%	336
2023 Q4	$609K	Buy	+23,324	New	+$593K	0.38%	50

Other funds holding SCHP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tidemark's SCHP Position: Q2 2024 in Review

Tidemark sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 754 shares — an estimated $19.7K sold.

Tidemark first reported a position in SCHP in Q4 2023 and held it in 2 quarters. The position peaked at $609K in Q4 2023. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

Tidemark reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 754 Schwab US TIPS ETF shares in Q2 2024, an estimated $19.7K.
Tidemark first reported a position in Schwab US TIPS ETF in Q4 2023 and held it in 2 quarters.
Tidemark's Schwab US TIPS ETF position peaked at $609K in Q4 2023.
654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.