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Whitaker-Myers Wealth Managers’s Schwab US TIPS ETF SCHP Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		– Sell
-8,766
Closed -$230K – 81
2023
Q2 		$230K Sell
8,766
-54
-0.6% -$1.43K 0.15% 66
2023
Q1 		$236K Sell
8,820
-1,536
-15% -$40.4K 0.18% 62
2022
Q4 		$268K Buy
+10,356
New +$271K 0.26% 55

Other funds holding SCHP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SCHP Position: Q3 2023 in Review

Whitaker-Myers Wealth Managers sold out of Schwab US TIPS ETF (SCHP) in Q3 2023, closing a stake of 8,766 shares — an estimated $230K sold.

Whitaker-Myers Wealth Managers first reported a position in SCHP in Q4 2022 and held it in 3 quarters. The position peaked at $268K in Q4 2022. 615 funds tracked by Wall St. Rank hold SCHP as of Q3 2023.

  • Whitaker-Myers Wealth Managers reported no remaining Schwab US TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 8,766 Schwab US TIPS ETF shares in Q3 2023, an estimated $230K.
  • Whitaker-Myers Wealth Managers first reported a position in Schwab US TIPS ETF in Q4 2022 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's Schwab US TIPS ETF position peaked at $268K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2023.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2023, filed 5 Oct 2023.