Transform Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

Transform Wealth’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	-7,642	Closed	-$205K	–	274
2023 Q1	$205K	Buy	+7,642	New	+$201K	0.02%	243
2022 Q4	–	Sell	-10,978	Closed	-$284K	–	230
2022 Q3	$284K	Sell	10,978 -276	-2%	-$7.67K	0.04%	156
2022 Q2	$314K	Sell	11,254 -152	-1%	-$4.41K	0.05%	160
2022 Q1	$346K	Buy	11,406 +2,964	+35%	+$90.9K	0.04%	191
2021 Q4	$265K	Buy	8,442 +156	+2%	+$4.91K	0.03%	198
2021 Q3	$259K	Buy	8,286 +1,640	+25%	+$51.8K	0.03%	201
2021 Q2	$208K	Buy	+6,646	New	+$206K	0.03%	218

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Transform Wealth's SCHP Position: Q2 2023 in Review

Transform Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2023, closing a stake of 7,642 shares — an estimated $205K sold.

Transform Wealth first reported a position in SCHP in Q2 2021 and held it in 7 quarters. The position peaked at $346K in Q1 2022. 651 funds tracked by Wall St. Rank hold SCHP as of Q2 2023.

Transform Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Transform Wealth sold 7,642 Schwab US TIPS ETF shares in Q2 2023, an estimated $205K.
Transform Wealth first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 7 quarters.
Transform Wealth's Schwab US TIPS ETF position peaked at $346K in Q1 2022.
651 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2023.

Based on Transform Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.