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Western Financial Corp’s Schwab US TIPS ETF SCHP Stock Holding History

Western Financial Corp’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
-8,718
Closed -$226K – 120
2022
Q4 		$226K Sell
8,718
-9,262
-52% -$242K 0.15% 96
2022
Q3 		$466K Sell
17,980
-2,558
-12% -$71.1K 0.33% 81
2022
Q2 		$573K Buy
20,538
+5,920
+40% +$172K 0.41% 51
2022
Q1 		$444K Sell
14,618
-6,716
-31% -$206K 0.26% 75
2021
Q4 		$671K Buy
21,334
+9,666
+83% +$304K 0.35% 68
2021
Q3 		$365K Buy
+11,668
New +$368K 0.22% 73

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

Western Financial Corp's SCHP Position: Q1 2023 in Review

Western Financial Corp sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 8,718 shares — an estimated $226K sold.

Western Financial Corp first reported a position in SCHP in Q3 2021 and held it in 6 quarters. The position peaked at $671K in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

  • Western Financial Corp reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Western Financial Corp sold 8,718 Schwab US TIPS ETF shares in Q1 2023, an estimated $226K.
  • Western Financial Corp first reported a position in Schwab US TIPS ETF in Q3 2021 and held it in 6 quarters.
  • Western Financial Corp's Schwab US TIPS ETF position peaked at $671K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

Based on Western Financial Corp's 13F filing for Q1 2023, filed 20 Apr 2023.