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

West 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
2022
Q4 		– Sell
-1,018
Closed -$26K – 193
2022
Q3 		$26K Sell
1,018
-86
-8% -$2.39K 0.01% 122
2022
Q2 		$31K Hold
1,104
– – 0.01% 111
2022
Q1 		$34K Hold
1,104
– – 0.01% 112
2021
Q4 		$35K Hold
1,104
– – 0.01% 120
2021
Q3 		$35K Sell
1,104
-126
-10% -$3.98K 0.01% 109
2021
Q2 		$38K Sell
1,230
-134
-10% -$4.15K 0.01% 99
2021
Q1 		$42K Hold
1,364
– – 0.01% 91
2020
Q4 		$42K Buy
+1,364
New +$41.9K 0.01% 91

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

West Financial Advisors's SCHP Position: Q4 2022 in Review

West Financial Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 1,018 shares — an estimated $26K sold.

West Financial Advisors first reported a position in SCHP in Q4 2020 and held it in 8 quarters. The position peaked at $42K in Q1 2021. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • West Financial Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 1,018 Schwab US TIPS ETF shares in Q4 2022, an estimated $26K.
  • West Financial Advisors first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 8 quarters.
  • West Financial Advisors's Schwab US TIPS ETF position peaked at $42K in Q1 2021.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.