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

Tradition 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
2023 Q4	–	Sell	-1,052	Closed	-$27K	–	1355
2023 Q3	$27K	Hold	1,052	–	–	﹤0.01%	768
2023 Q2	$28K	Buy	+1,052	New	+$27.9K	﹤0.01%	790
2022 Q2	–	Sell	-108	Closed	-$3K	–	1142
2022 Q1	$3K	Sell	108 -346	-76%	-$10.6K	﹤0.01%	1121
2021 Q4	$14K	Buy	454 +346	+320%	+$10.9K	﹤0.01%	823
2021 Q3	$3K	Hold	108	–	–	﹤0.01%	1131
2021 Q2	$3K	Buy	+108	New	+$3.35K	﹤0.01%	1146
2021 Q1	–	Sell	-108	Closed	-$3K	–	988
2020 Q4	$3K	Buy	+108	New	+$3.32K	﹤0.01%	909

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Tradition Wealth Management's SCHP Position: Q4 2023 in Review

Tradition Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 1,052 shares — an estimated $27K sold.

Tradition Wealth Management first reported a position in SCHP in Q4 2020 and held it in 7 quarters. The position peaked at $28K in Q2 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Tradition Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,052 Schwab US TIPS ETF shares in Q4 2023, an estimated $27K.
Tradition Wealth Management first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Schwab US TIPS ETF position peaked at $28K in Q2 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.