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Wipfli Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Wipfli Financial Advisors’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
Q3 		$8.56M Buy
330,576
+154,448
+88% +$4.29M 0.6% 21
2022
Q2 		$4.91M Sell
176,128
-12,334
-7% -$358K 0.53% 24
2022
Q1 		$5.72M Buy
+188,462
New +$5.78M 0.58% 19

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wipfli Financial Advisors's SCHP Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Schwab US TIPS ETF (SCHP) stake by 88% in Q3 2022, buying an estimated $4.29M and bringing the position to 330,576 shares worth $8.56M. The position accounts for 0.6% of the portfolio, ranked #21.

Wipfli Financial Advisors first reported a position in SCHP in Q1 2022 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • Wipfli Financial Advisors held 330,576 shares of Schwab US TIPS ETF worth $8.56M as of Q3 2022.
  • Wipfli Financial Advisors bought 154,448 Schwab US TIPS ETF shares in Q3 2022, an estimated $4.29M.
  • Schwab US TIPS ETF made up 0.6% of Wipfli Financial Advisors's portfolio in Q3 2022, its #21 holding.
  • Wipfli Financial Advisors first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.