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Western Pacific Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-102
Closed -$2.66K – 282
2024
Q1 		$2.66K Buy
+102
New +$2.65K ﹤0.01% 236
2023
Q2 		– Sell
-14
Closed -$375 – 303
2023
Q1 		$375 Buy
+14
New +$368 ﹤0.01% 289

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SEI Investments
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Western Pacific Wealth Management's SCHP Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 102 shares — an estimated $2.66K sold.

Western Pacific Wealth Management first reported a position in SCHP in Q1 2023 and held it in 2 quarters. The position peaked at $2.66K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 102 Schwab US TIPS ETF shares in Q2 2024, an estimated $2.66K.
  • Western Pacific Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2023 and held it in 2 quarters.
  • Western Pacific Wealth Management's Schwab US TIPS ETF position peaked at $2.66K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.