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West Wealth Group’s Schwab US TIPS ETF SCHP Stock Holding History

West Wealth Group’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
-28,710
Closed -$743K – 82
2022
Q4 		$743K Sell
28,710
-109,312
-79% -$2.86M 0.37% 26
2022
Q3 		$3.57M Sell
138,022
-32,840
-19% -$913K 1.81% 13
2022
Q2 		$4.77M Buy
170,862
+14,632
+9% +$425K 2.21% 11
2022
Q1 		$4.74M Sell
156,230
-162,276
-51% -$4.98M 1.88% 14
2021
Q4 		$10M Buy
+318,506
New +$10M 3.77% 7

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

West Wealth Group's SCHP Position: Q1 2023 in Review

West Wealth Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 28,710 shares — an estimated $743K sold.

West Wealth Group first reported a position in SCHP in Q4 2021 and held it in 5 quarters. The position peaked at $10M in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • West Wealth Group reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • West Wealth Group sold 28,710 Schwab US TIPS ETF shares in Q1 2023, an estimated $743K.
  • West Wealth Group first reported a position in Schwab US TIPS ETF in Q4 2021 and held it in 5 quarters.
  • West Wealth Group's Schwab US TIPS ETF position peaked at $10M in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on West Wealth Group's 13F filing for Q1 2023, filed 6 Apr 2023.