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

Wealth Management Solutions’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 Q3	$791K	Sell	31,328 -1,670	-5%	-$43K	0.54%	20
2023 Q2	$865K	Sell	32,998 -80,862	-71%	-$2.14M	0.56%	20
2023 Q1	$3.05M	Sell	113,860 -469,756	-80%	-$12.4M	1.76%	10
2022 Q4	$15.1M	Sell	583,616 -9,598	-2%	-$251K	7.94%	4
2022 Q3	$15.4M	Buy	593,214 +56,268	+10%	+$1.56M	8.95%	4
2022 Q2	$15M	Buy	536,946 +287,784	+116%	+$8.35M	8.43%	4
2022 Q1	$7.56M	Buy	+249,162	New	+$7.64M	3.93%	7

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

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

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

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

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

Wealth Management Solutions's SCHP Position: Q3 2023 in Review

Wealth Management Solutions reduced its Schwab US TIPS ETF (SCHP) stake by 5.1% in Q3 2023, selling an estimated $43K and leaving 31,328 shares worth $791K. The position accounts for 0.54% of the portfolio, ranked #20.

Wealth Management Solutions first reported a position in SCHP in Q1 2022 and has held it in 7 quarters since. The position peaked at $15.4M in Q3 2022. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

Wealth Management Solutions held 31,328 shares of Schwab US TIPS ETF worth $791K as of Q3 2023.
Wealth Management Solutions sold 1,670 Schwab US TIPS ETF shares in Q3 2023, an estimated $43K.
Schwab US TIPS ETF made up 0.54% of Wealth Management Solutions's portfolio in Q3 2023, its #20 holding.
Wealth Management Solutions first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 7 quarters since.
Wealth Management Solutions's Schwab US TIPS ETF position peaked at $15.4M in Q3 2022.
615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.