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

West Paces 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	-94	Closed	-$2.44K	–	553
2022 Q3	$2.44K	Buy	+94	New	+$2.61K	﹤0.01%	425
2021 Q3	–	Sell	-3,092	Closed	-$96.6K	–	631
2021 Q2	$96.6K	Buy	+3,092	New	+$95.9K	0.04%	149
2019 Q1	–	Sell	-26,960	Closed	-$718K	–	482
2018 Q4	$718K	Buy	+26,960	New	+$717K	0.55%	44
2018 Q1	–	Sell	-68,834	Closed	-$1.91M	–	464
2017 Q4	$1.91M	Buy	68,834 +66,370	+2,694%	+$1.84M	1.41%	14
2017 Q3	$68.1K	Hold	2,464	–	–	0.05%	157
2017 Q2	$67.8K	Hold	2,464	–	–	0.05%	152
2017 Q1	$68.4K	Hold	2,464	–	–	0.05%	152
2016 Q4	$67.6K	Buy	+2,464	New	+$68.7K	0.06%	162

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Singapore $30.5B AUM 13.98% 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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

West Paces Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 94 shares — an estimated $2.44K sold.

West Paces Advisors first reported a position in SCHP in Q4 2016 and held it in 8 quarters. The position peaked at $1.91M in Q4 2017. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

West Paces Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
West Paces Advisors sold 94 Schwab US TIPS ETF shares in Q4 2022, an estimated $2.44K.
West Paces Advisors first reported a position in Schwab US TIPS ETF in Q4 2016 and held it in 8 quarters.
West Paces Advisors's Schwab US TIPS ETF position peaked at $1.91M in Q4 2017.
697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

Based on West Paces Advisors's 13F filing for Q4 2022, filed 18 Dec 2023.