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Wells Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Wells Financial Advisors’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
2024
Q3 		– Sell
-1,024
Closed -$26.6K – 109
2024
Q2 		$26.6K Buy
+1,024
New +$26.5K 0.02% 72

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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Wells Financial Advisors's SCHP Position: Q3 2024 in Review

Wells Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 1,024 shares — an estimated $26.6K sold.

Wells Financial Advisors first reported a position in SCHP in Q2 2024 and held it in 1 quarter. The position peaked at $26.6K in Q2 2024. 636 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Wells Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 1,024 Schwab US TIPS ETF shares in Q3 2024, an estimated $26.6K.
  • Wells Financial Advisors first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Wells Financial Advisors's Schwab US TIPS ETF position peaked at $26.6K in Q2 2024.
  • 636 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.