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Wayfinding Financial’s Schwab US TIPS ETF SCHP Stock Holding History

Wayfinding Financial’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
Q3 		– Sell
-9,146
Closed -$255K – 90
2022
Q2 		$255K Buy
+9,146
New +$265K 0.22% 67

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JP Morgan Chase
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PCA
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Temasek Holdings
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wayfinding Financial's SCHP Position: Q3 2022 in Review

Wayfinding Financial sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 9,146 shares — an estimated $255K sold.

Wayfinding Financial first reported a position in SCHP in Q2 2022 and held it in 1 quarter. The position peaked at $255K in Q2 2022. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Wayfinding Financial reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Wayfinding Financial sold 9,146 Schwab US TIPS ETF shares in Q3 2022, an estimated $255K.
  • Wayfinding Financial first reported a position in Schwab US TIPS ETF in Q2 2022 and held it in 1 quarter.
  • Wayfinding Financial's Schwab US TIPS ETF position peaked at $255K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Wayfinding Financial's 13F filing for Q3 2022, filed 9 Nov 2022.