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Wedbush Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-13,728
Closed -$355K – 1133
2022
Q4 		$355K Sell
13,728
-1,106
-7% -$28.9K 0.02% 653
2022
Q3 		$384K Buy
14,834
+1,898
+15% +$52.8K 0.02% 614
2022
Q2 		$361K Buy
12,936
+2,150
+20% +$62.4K 0.02% 666
2022
Q1 		$327K Buy
+10,786
New +$331K 0.02% 762

Other funds holding SCHP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wedbush Securities's SCHP Position: Q1 2023 in Review

Wedbush Securities sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 13,728 shares — an estimated $355K sold.

Wedbush Securities first reported a position in SCHP in Q1 2022 and held it in 4 quarters. The position peaked at $384K in Q3 2022. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Wedbush Securities reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Wedbush Securities sold 13,728 Schwab US TIPS ETF shares in Q1 2023, an estimated $355K.
  • Wedbush Securities first reported a position in Schwab US TIPS ETF in Q1 2022 and held it in 4 quarters.
  • Wedbush Securities's Schwab US TIPS ETF position peaked at $384K in Q3 2022.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.