XF
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XML Financial’s Schwab US TIPS ETF SCHP Stock Holding History

XML Financial’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 		– Sell
-47,608
Closed -$1.33M – 325
2022
Q2 		$1.33M Buy
47,608
+1,382
+3% +$40.1K 0.3% 68
2022
Q1 		$1.4M Buy
46,226
+358
+0.8% +$11K 0.17% 128
2021
Q4 		$1.44M Buy
45,868
+748
+2% +$23.6K 0.17% 127
2021
Q3 		$1.41M Buy
45,120
+2,028
+5% +$64K 0.19% 121
2021
Q2 		$1.35M Buy
43,092
+2,202
+5% +$68.3K 0.3% 69
2021
Q1 		$1.25M Sell
40,890
-1,842
-4% -$56.7K 0.3% 71
2020
Q4 		$1.33M Buy
42,732
+1,406
+3% +$43.2K 0.34% 64
2020
Q3 		$1.27M Buy
+41,326
New +$1.27M 0.4% 60

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 $1.81T AUM 41.13% 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 $37.3B AUM 12.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

XML Financial's SCHP Position: Q3 2022 in Review

XML Financial sold out of Schwab US TIPS ETF (SCHP) in Q3 2022, closing a stake of 47,608 shares — an estimated $1.33M sold.

XML Financial first reported a position in SCHP in Q3 2020 and held it in 8 quarters. The position peaked at $1.44M in Q4 2021. 693 funds tracked by Wall St. Rank hold SCHP as of Q3 2022.

  • XML Financial reported no remaining Schwab US TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • XML Financial sold 47,608 Schwab US TIPS ETF shares in Q3 2022, an estimated $1.33M.
  • XML Financial first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 8 quarters.
  • XML Financial's Schwab US TIPS ETF position peaked at $1.44M in Q4 2021.
  • 693 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2022.

Based on XML Financial's 13F filing for Q3 2022, filed 4 Nov 2022.