Wilbanks Smith & Thomas Asset Management’s Schwab US TIPS ETF SCHP Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022 Q2	–	Sell	-10,380	Closed	-$302K	–	510
2022 Q1	$302K	Hold	10,380	–	–	0.01%	391
2021 Q4	$326K	Hold	10,380	–	–	0.01%	401
2021 Q3	$325K	Sell	10,380 -140	-1%	-$4.42K	0.01%	373
2021 Q2	$329K	Hold	10,520	–	–	0.01%	375
2021 Q1	$322K	Hold	10,520	–	–	0.01%	355
2020 Q4	$327K	Hold	10,520	–	–	0.02%	321
2020 Q3	$324K	Hold	10,520	–	–	0.02%	299
2020 Q2	$316K	Buy	10,520 +1,736	+20%	+$51.4K	0.02%	297
2020 Q1	$253K	Buy	+8,784	New	+$251K	0.02%	309
2018 Q4	–	Sell	-140	Closed	-$4K	–	1134
2018 Q3	$4K	Buy	+140	New	+$3.81K	﹤0.01%	1280

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHP Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2022, closing a stake of 10,380 shares — an estimated $302K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHP in Q3 2018 and held it in 10 quarters. The position peaked at $329K in Q2 2021. 715 funds tracked by Wall St. Rank hold SCHP as of Q2 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Schwab US TIPS ETF position as of Q2 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 10,380 Schwab US TIPS ETF shares in Q2 2022, an estimated $302K.
Wilbanks Smith & Thomas Asset Management first reported a position in Schwab US TIPS ETF in Q3 2018 and held it in 10 quarters.
Wilbanks Smith & Thomas Asset Management's Schwab US TIPS ETF position peaked at $329K in Q2 2021.
715 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.